Thanks. I'll give support a try, just wanted to see if anyone had encountered and/or tried something similar. Thanks again for the help. I'll reach out to support and let you know what I end up with.

Thanks. I need to filter them by rep, so I have that field, and mainline is yes in my criteria, then for system notes I have used: System Notes: Field - Document Status System Notes: Date - on or before the date in question System Notes: New Value - Open System Notes: Type - Create

I did reach out to support and they told me it was an enhancement. Their suggestion was to create two searches and compare the results. I did however create a search that compares totals from different time frames using formulas. I'm not sure what you're trying to accomplish exactly, but on my results subtab, I used the…

Tried both of those...no dice. There's got to be an easy way to get a snapshot of a pipeline at a time in history, right?