I've got a Customer saved search grouped by Sales Rep (not by Customer). The related projects of each customer has a custom date field. I have to pick up the maximum date per customer (based on all projects associated with it). Then, I need to classify that customer under within 15 days ago or over 15 days ago. My results are: Sales Rep (Group) Formula Numeric (Sum): Case When {today}-MAX({customdate}) <=30 THEN 1 ELSE 0 END I'm struggling to pick up that maximum date per subcustomer. Should I have a custom field in the Customer field that picks up the most recent date from the related projects to achieve this? I was trying to avoid this if possible.