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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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  1. Select Actions > Filter

  2. Filter Type: Row

  3. Name: Agents active for a period (month or year) → Add a specific title to easily identify it

  4. 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'))

  5. Modify the month and the year if needed

  6. Apply

  7. Actions

  8. Save Report

  9. Do not change modify the title, then “Apply”

→ Follow these steps for every additional filters

If you would like to save this report in other formats:

  1. Action > Download

  2. Choose the format in which you want to download: CSV, HTML, Email