Report filter isnt working correctly
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I am creating a report that incldues a filter that will sort out which leads have a delivery date on the set date that i choose so that i can export only the drops for that specific day. I will then do the same for pickups. However, either the filter, or the report isnt working correctly as if i set the date for a saturday, it'll still include drops that happened friday in the report. Any thoughts?
The same problem
What do your filters look like?
What do your filters look like?
Yes, please show us what report and filters you are using
Yes, please show us what report and filters you are using
Here is the filter for the drop off which basically just filters out which leads have the delivery date that is currently set.
Here is the filter for the drop off which basically just filters out which leads have the delivery date that is currently set.
Here is the Report setup
Here is the Report setup
Can you also send a screenshot of this being applied w/ the report as well? (from the leads page) So we can see what isn't working...and we can see how the dates are being filtered
Can you also send a screenshot of this being applied w/ the report as well? (from the leads page) So we can see what isn't working...and we can see how the dates are being filtered
Do i just have to change the date filter for each report that i create? go into the side and choose "lead delivery date" and select the date im looking to create. and then do the saem thing but change the type to "lead pickup date'? Or is there a way for me to create on report that shows leads that will be dropped off that date as well as picked up? im running into issues where it also shows leads that have been dropped off the day before and that wont get picked up till the next day. my assumption is that its included in the event time frame or whatever.
Do i just have to change the date filter for each report that i create? go into the side and choose "lead delivery date" and select the date im looking to create. and then do the saem thing but change the type to "lead pickup date'? Or is there a way for me to create on report that shows leads that will be dropped off that date as well as picked up? im running into issues where it also shows leads that have been dropped off the day before and that wont get picked up till the next day. my assumption is that its included in the event time frame or whatever.
Here is the report page
Here is the report page
No the delivery/pick up dates won't filter out w/ an event date filter. You would have to run the filter for exactly what you want to see. For example: to see delivery dates for 09/13 set it for Lead Delivery Date. But this could include event dates that don't start until 09/14 if you are delivering the day before. And when you set the Lead delivery date it would also show if the delivery date is today...but maybe the "teardown" date isn't until the day after? Maybe you set the delivery date and the tear down date for the same day...if you only want to see events that drop off and pick up on same date? Is this what you are meaning?
No the delivery/pick up dates won't filter out w/ an event date filter. You would have to run the filter for exactly what you want to see. For example: to see delivery dates for 09/13 set it for Lead Delivery Date. But this could include event dates that don't start until 09/14 if you are delivering the day before. And when you set the Lead delivery date it would also show if the delivery date is today...but maybe the "teardown" date isn't until the day after? Maybe you set the delivery date and the tear down date for the same day...if you only want to see events that drop off and pick up on same date? Is this what you are meaning?
Yes, I think that'll Work. Thank you for your time and help!
Yes, I think that'll Work. Thank you for your time and help!
Ok, let me know if you need anything else
Ok, let me know if you need anything else
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