There need to be more ways to filter the Mass Interactions Field in Reports

I was looking for accounts that we had missed sending thank receipts to. I had a query with the accounts that had given in that period and ran it in a report that had the column to show mass interactions for this year. However, there were so many unrelated mass interactions that it made it hard to spot accounts that were missing the specific ones I was researching. I WOULD LIKE TO SEE a way to FILTER THE REPORTS BY THE TYPES OF MASS INTERACTIONS I'M RESEARCHING(similar to the way I can put the type of mass interaction in a query). I would also like to see a way to FILTER WHAT SHOWS BY CUSTOM DATES. Right now, the narrowest filters are This Month and Last Month.

  • Janette Layton
  • Apr 6 2023
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