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I'm trying to create a saved search that lists cus...
# administration
z
I'm trying to create a saved search that lists customer records based on the number of activity records created for that customer in the last 90 days. I'm struggling to understand how to create this particular criteria, I tried to create a Count of the number of Activity records created within the last 90 days, but I don't really see anything for date comparisons within the formula variables. Is there something I'm missing?
b
use a relative filter
z
That's close, but not quite. That does give me all the activity records created in the last 90 days, but I want the counts of each of them. For some reason there doesn't appear to be a way to compare Activity:Date to the relative date when the records are being counted:
b
A count is a number
If you want a filter on the count, then you should group by the customer internal id in the columns
And use the summary filter for the count of the activity internal ids
The regular filter i gave for activity date will restrict results to activities within 90 days
The summary filter will restrict those results to customers restricted by whatever count you did
If you just want a count in your result columns, then your count should be in the columns and not your critetia
z
Thanks Battk, I was able to finally piece things together 👍
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