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We recently created a new filter in your “agents” tab for interactive reports.

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Here are the steps to modify and/or duplicate the report over the months or the years

Modify:

1. in the drop-down menu, choose “Agents active for a period”

   • By clicking on the filter below, you will see the expression details of the created filter.
     

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2. You can change this formula for another month or year by changing the figures ex: 2020-08-01 to 2020-08-31.

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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:

To create multiple months in the same report (choosing one month or year at a time) follow these steps to create duplicates.

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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”

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