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reporting help!

edited Jan 3, 2020 12:31AM in Search / Reporting 8 comments

Hey everyone,

I just started a job that uses NetSuite, and I'm getting lost. I actually came a massive salesforce.com deployment, so I'm very very familiar with that CRM.

I'm trying to build a report/saved search that will show me all the leads/companies that haven't had any activities/tasks/phone calls/emails in the last 3 months.  I've tried the following with no luck:

Task : Date Completed     - is not within 1 days ago and 3 months ago 
Task : Status             - is any of In Progress, Not Started, Completed
Activity : Date Completed  - is not within 1 days ago and 3 months ago 

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