September 24, 2020 | Infusionsoft

This article applies to:

Reports update: Custom date interval filter added to 4 reports

You now have access to date interval options in 4 more reports. These filters allow you to search by relative dates (e.g., Previous 30 days, etc.), and can be used in place of repeatedly creating reports based on calendar dates. Date interval options are now available in:

  • Admin > Task Note Report
  • CRM > Opportunity Revenue Forecast Report
  • Marketing > Email Status Search
  • E-Commerce > Receivables Report

Bug fixes

  • When applying a payment to a referral partner using the Referral Partner Ledger report’s “Commission Earned for the date range specified” option, the payment was calculated based on the referral partner’s ending balance, instead of the commissions for the date range entered. (Known Issue 2129289)
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