News and Announcements icon

Dynamics 365 CommunityForums Customer experience | Sales, Customer Insights,... Filter Problem

Customer experience | Sales, Customer Insights,...

Unanswered

Filter Problem

(2) Share

Report

Report

Posted on by TB-23081823-0

4

Hi everyone,

I'm working on a report in Dynamics 365 Sales to track the contacts I interacted with last week. I applied a filter for the "Last Week" time period, but the results don’t seem to match my expectations—only a few contacts are shown. When I change the filter to "Last Month," it displays the contacts which were contacted last month also in this month.
Has anyone encountered this issue before or have any suggestions on why the "Last Week" filter might not be working as intended? Are there any settings or configurations I might be overlooking?

Thanks in advance for your help!

All responses Img

All responses (1)

Answers Img

Answers (0)

Sachin Jadhav 131 on at

Like (0)

Report

Filter Problem

What do you mean by interacted? Do you create an activity like a "Task" and complete it every time you interact with any of the contact or track date and time in some field?

If you have a task then may be you can create query like follows. The filter can be based on Due date, Start date or actual start date depending upon how you use it.

Helpful resources

Quick Links

Leaderboard

#1

André Arnaud de Cal... 291,280 Super User 2024 Season 2

#2

Martin Dráb 230,235 Most Valuable Professional

#3

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans