FavoriteSteve Molis (You Owe Me a Beer, Inc.) posted on Shannon Hale's feedOct 8, 2014, 4:25 PM@Shannon HaleFieldName = YTD CheckboxDatatype = FormulaResult = Checkbox Formula = AND(MONTH(CloseDate) <= MONTH(TODAY()),DAY(CloseDate) <= DAY(TODAY()))Then use YTD Checkbox = TRUE as your Report Filter criteria?@Nonprofit Reports & Dashboards1 commentShannon Hale (Salesforce)Oct 8, 2014, 4:27 PMRemind me to post when I'm doing user testing 🙂Thank you, @Steve MolisAdd a commentWrite a comment...BoldItalicUnderlineStrikethroughBulleted ListNumbered ListAdd linkCode blockInsert imageAttach filesLink URLCancelSave0/9000Reply
Shannon Hale (Salesforce)Oct 8, 2014, 4:27 PMRemind me to post when I'm doing user testing 🙂Thank you, @Steve Molis