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Saved Search to return customers not called in last 7 days
Business challenge - determine which customers do not have a logged phone call within the last 7 days.
I've crated the following formula:
(case when {call.completeddate}>(TRUNC(SYSDATE) - 7) then 1 else 0 end)
When this formula is in the results, along with {call.compoleteddate} and (TRUNC(SYSDATE) - 7), I will see the results like:
Call Date = 7/16/2015
Date - 7 = 7/21/2015
Formula = 0
then
Call Date = 7/27/2015
date - 7 = 7/21/2015
Formula = 1
Therefore, it seems like the formula is correct.
When I add the formula to Criteria | Summary as a Summary Type = Sum, field = Formula (Numeric) and Description = is 0; the results are not correct. Customer records with phone calls after 7/27/2015 are returned.
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