Report that looks at more two or more criteria but the criteria do not all have start dates

lori.mcdermott99726

Hi. I'm trying to build a report that will tell me when we are close to sending bills for a district to the print shop. The criteria is looking at two rows with different names in the Primary Column; i.e. Request Information and Original Proof Signoff but I need different criteria for each when it comes to dates. For example, When Original Proof Signoff has been completed and when Request Information has been started but not completed. The "When" criteria on Reports seems to apply to all of the "What" criteria. Is there any way to apply specific Whens to the different Whats?

Thank you,

 

Lori

Andrée Starå

Hi Lori,

You would need to have a helper column in the sheet(s) that could, for example, check a checkbox cell.

A possible workaround could be to create two different reports and add them to a Dashboard to see both at the same time.

Would that work/help?

Have a fantastic week!

Best,

Andrée Starå

Workflow Consultant @ Get Done Consulting

lori.mcdermott99726

Hi Andree. Two different reports would not help but I will try your suggestion about a helper column with a checkbox cell.

 

Thank you and have a fantastic week yourself!

 

Lori

Andrée Starå

Excellent!

Happy to help!

Let me know how it goes!