Expand "Select Filter" in Scheduled Reports to Include Contacts and Companies
started a topic
almost 3 years ago
Please expand the "Select Filter" capabilities under "Schedule a Report" so that we can also filter on conditions related to Contacts and Companies. This is especially important considering that you currently do not support all data types when filtering under the Customer or Contact view (e.g., you can't filter on dates).
You currently support this level of filtering under two of your three automation rules, as depicted below.