We recently created a new filter in your “agents” tab for interactive reports.
We have had several requests to release an agent report with an active status for a specific month or year.
You can find this report in: Agents / Non-Agents > Agents
the filter is, by default, set to July 2020
Here are the steps to modify and/or duplicate the report over the months or the years
Modify:
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.
You can change this formula for another month or year by changing the figures ex: 2020-08-01 to 2020-08-31.
In this formula there is a start date and an end date. Both must be modified to generate the report for another period.
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.
Before you begin, copy the formula and select the filter: "Active brokers for a period"
Select Actions > Filter
Filter Type: Row