I tried to do this with dates (using a max/min type of thing) but doesn’t work. Click that to determine the fields displayed (you can only have 2) and you need a NUMBER field which is the pain. Once you do that, there’s a new button up top to adjust the “dashboard settings”. What I did here was edit it to the top 10 which is normal, making the sort descending (accounts that need to be touched badly up top). Here’s where we limit the records that we want in the dashboard. Hard part is to “limit the field” by clicking on the arrow we normally use for sorting. Don’t forget to change the dates above and make it “all accounts”. Doesn’t have to be much, as all we really care about is the account name and the new aging field. Go ahead and create a new report, based on account data. Add it to your account record when done.Ĭreate your tabular report. Create that new “Activity Age” field (formula field, number field, 0 decimals) in setup using the following formula. We’re going to go off the “last activity date” field, so we’ll just create a formula that does some math. That works well, but takes a bit so this will be more like 2 tips.įirst, let’s create that aging formula field. I find this very annoying, but I’ve gotten around it by doing an aging field based on that date. Now, a couple of caveats - you cannot use date fields as a displayed field inside of the dashboard. You don’t want to whole tabular report, but maybe the “top 10 opportunities by dollars” or “customers not touched in a LONG time”. Something I just kind of stumbled on to for another client, a useful tool that can put tabular reports in a dashboard item.
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