How can I set up a report to show which accounts, with active gold or silver level contracts, have not had a case created within the last 90 days?
I have tried different variations of filters and cross filters but the data isn't quite right. I might be missing something simple.
The report is needed because all accounts, with an active gold or silver level contract, need to be contacted at least once every 90 days. We need to see which accounts have not been contacted within the last 90 days, so we can reach out.
#Reports & Dashboards