We run a matrix report to show us all accounts with an activity or an opportunity in a specified amount of time. We would like to run it to show only those NEW accounts who had an activity or an opportunity in the latest month of that report. Example, I want to see only accounts who have had an activity or opportunity during the month of February, but not if they had an activity or opportunity in the year prior to that. So it would basically show us "New" accounts that were contacted. We can't use any info off the account (created date) object, because we did a large import of data prior to the implementation of our system. Any ideas other than running two seperate reports, putting into excel and deduplicating that way? I'm just wondering if I am missing a filter I could use in this situation.
Okay I would start by creating a Roll-Up Summary field on the Account that returns the MIN Opportunity Created Date, that will give you the date of the first opportunity created on the Account.
