Can a weekly report not include information from last week?

I have scheduled an attachment to be sent via excel every week to the recipient. It includes information of terminations that need to be made. At the moment, in the sheet there is a checkbox that you tick when you want it to be terminated and a termination date that you include.

What I am hoping to do is send a copy of the report via excel week week and include any new information. I want to exclude any information that has already been sent to the recipient the week before.

I would be grateful for any help

Answers

  • bisaacs
    bisaacs ✭✭✭✭✭

    Hey @RosieB1763,

    I would create a Filter View that is based on termination dates that are greater than the Saturday of last week. Then when you export to excel, it'll export the filtered view vs all sheets.

    Hope this helps!

    If my response was helpful in any way (or answered your question) please be sure to upvote it, mark it as awesome, or mark it as the accepted answer!

    I'm always looking to connect with other industry professionals, feel free to connect with me on LinkedIn as well!

  • Thanks a lot for your reply. I guess my only worry with that is if the termination date is 4 weeks in the future then it will appear on the weekly report multiple times