Hello,
I’m aware there have been many issues surrounding reports and dates, however, I’ve never seen this one talked about before. I tried searching for it, but I wasn’t able to find anything similar.
I’m attempting to create a contacts report that includes information from other modules. I would like to filter these results based on a date field in another module. When I add this field as a condition, set my date, and save the report I do not get the results I’m expecting. The report results do not get filtered based on my date and when I go back to the edit screen to check my conditions the date I entered previously is missing or “lost”.
I recreated this error in the most recent Suite demo to make sure it wasn’t related to my specific version (though I’m running 7.10.4).
Steps to recreate:
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Create contacts report that includes date field from other module (in this example I used the Expected Close Date field from Opportunities)
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Add condition to filter results based on date field from other module
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Save and view report
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Verify that date field setting in conditions tab did not save