We recently created a new filter in your “agents” tab for interactive reports.
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Formula:
(TRUNC(Y) IS NULL OR TRUNC(Y) > to_date('2020-08-31','YYYY-MM-DD'))
AND NOT (TRUNC(V) >= to_date('2020-08-01', 'YYYY-MM-DD') AND
TRUNC(Y) <=to_date('2020-08-31','YYYY-MM-DD'))
Duplicate:
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Select Actions > Filter
Filter Type: Row
Name: Agents active for a period (month or year) → Add a specific title to easily identify it
Paste the formula:
(TRUNC(Y) IS NULL OR TRUNC(Y) > to_date('2020-08-31','YYYY-MM-DD'))
AND NOT (TRUNC(V) >= to_date('2020-08-01', 'YYYY-MM-DD') AND
TRUNC(Y) <=to_date('2020-08-31','YYYY-MM-DD'))
Modify the month and the year if needed
Apply
Actions
Save Report
Do not change modify the title, then “Apply”
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Action > Download
Choose the format in which you want to download: CSV, HTML, Email
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The interactive report is now added to your default filters. |
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Done! |