Trying to figure out a way to create a report for new customers. By new customers, I mean customers that were created within a time frame, say the last 3 months. I want to see what my sales are for these new customers.
Currently, I’ve got my customer table linked into my sales database. Each customer record has a “Created Date” field. This field is currently pulled in as a property. I can create the view I’m looking for by using the advanced search, and filtering based on the “Created Date” property. The problem is I’m having to specify a date in the advanced search. So I have to keep changing this date. So I’m trying to think of a more creative solution for this, but I so far I’ve come up with nothing.