I have a single step opportunities report. I am doing a doc merge to create invoices as separate pdf files. I would like the file name to be the Account Name + Current Date. Ex. Kazoo_Sales_Inc_2025_02_12. Account Name is a column in the report. Can I achieve this with a calculated field? I can't find a way to pull in the current date. Is there a better way to achieve this?
Write an answer...
0/9000