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Saved Search to latest dated record for all employees

edited Jan 3, 2020 12:33AM in Search / Reporting 4 comments

We've built a custom record which is a child of the Employee record. Our custom record contains a history of changes to income so the data entry in simplified form might be:
Employee_Name  /  Date  /   Income

I'm trying to bring up in a saved search a list of the most recently entered records by date for each employee. So an employee might have several records with dates attached and we want to just pull out the latest one for each employee.

In a similar way with tasks I'd like to be able to be able to check for a particular contact under a company, when the last task was logged against them.

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