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Status Future consideration
Categories Reports
Created by Rachel North
Created on Mar 4, 2022

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Be able to filter custom table records on most recent entry

Use case is that we use custom tables to provide monthly updates using standard fields (ie Accomplishments, Whats Next, Risks, Issues). We want to be able to show the most recent entry on a dashboard report for senior leadership to view at any time. Right now the ability to filter on dates does not include the same as for the "Comments" field where you can select the most recent to show in a report.

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  • Lindsay Zandy
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    |     May 10, 2022

    I have a custom table in an Initiative record and need to be able to pull only the max effective dated row (newest entry) for a report. Cannot for the life of me figure out how to do this.