I have been tasked with creating a report that shows expiration dates within opportunities. there are 4 different fields with a different "license" that may or may not expire that month. we want to see, for the upcoming month, what license will expire and with which opportunity. We then send them an email reminding them this is expiring soon.
I can't seem to wrap my brain around how to start this, other than a filter for greater than, less than on dates. then changing those dates each month.
help always appreciated, and thank you in advance.
2 answers
I'm not sure I follow all of this perfectly, but see if this makes sense and confirm my understanding.
You have 4 fields on the opportunity that represent some type of expiration date, which are date fields, correct? For simplicity, let's assume there is 1 date field on the opportunity titled expiration date.
If you want a report showing opportunities with expiration date this month, you don't need to hard code a date and then change each month. In the report filter use: expiration date = "This month". That way, when you get to the next month, it will automatically show records with expiration in the new month.
I believe you can also use "next 30 days" in your filter if you want to always see opps expiring in the next 30 days, regardless of what month you're in. Example, today is July 12 so the report will show opps expiring July 12 through August 11.
Use less than or equal if you want to include opps with expiration date in the past too.
