Saturday, September 8, 2018

Identify All Customer Records Created On or After a Certain Date

To identify all customers created on or after a certain date, example: 1/1/2014:
     
     1. Navigate to Reports > Saved Searches > All Saved Searches > New.
     
     2. Select Customer.

     3. Provide a Search Title.
     
     4. In the Results tab > Columns subtab, add Formula (Numeric).
     
     5. In the Formula field, use the formula below:

CASE WHEN {datecreated} >= to_date('1/1/2014', 'MM/DD/YYYY') THEN 1 ELSE 0 END

     6. Click Save & Run.

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