Hello,
I would like to create a Report showing 'All Accounts' where the 'Client Anniversay Date' is the 'NEXT 30 DAYS'.
'Client Anniversary Date' is a 'Date' Type field on the 'Account Object'.Running a Report on 'Accounts' and filtering 'Client Anniversary Date' Equals 'NEXT 30 DAYS' (Relative Date) pulls no Results when there are indeed Clients with Anniversary Dates in the next 30 Days.Suspecting that becuase the CADs are from previous Years, not literally in the 'Next 30 Days' but in the Next 30 Days regardless of the Year.Example: If today is 12/6/2022 and an Account has CAD of 12/7/1999 it should show on the Report even though 12/7/1999 is not in the NEXT 30 Days. Should I be using a Row Level Formula instead?Thanks3 réponses
Hi Ankaiah, Thank you for your input! We do however already have a Client Anniversary Month formula field. The issue is that I would like to create a dynamic report that automatically updates with the Clients having Anniversary in the next 30 Days. So that we can create just one report. Not 12 reports, one for each month.Thanks
