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edited Jan 3, 2020 1:28AM in Search / Reporting 1 comment

I know this has been discussed a bit, but I want to make sure I understand it correctly.

I want a report that will show customers with no activity scheduled past today.  At first glance, you'd think that you could just do (using a call for example)

Phone Call Date is not on or after today.

However, that will return records that DO have a call scheduled in the future, IF those customers also have calls prior to today.

I was hopeful that you could use the max sql function in a formula (max(startdate)), but that blows up.

Is there a way to do this today or is it impossible?

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