Analyze > Opportunity > Simplify date filters

I love the work that's been done on the Analyze: Overview page's date filter. However, the check-box system on the Analyze: Opportunities page is both very cumbersome (we have to scroll through and click several boxes - it's very time consuming) as well as fairly inflexible (what if we wan't from mid-month to mid-month? That's not an option because it's only by month.)

Angela Bertrand
Jun 15 2016

Data analysis

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Bill Connors commented

June 18, 2020 01:07

Agree with what's already been said. In summary: there's not only the cumbersome and unusual approach in order to select dates, especially over larger periods of time (ah, one year is 12 selections), but it's not a dynamic process -- so we have to tell users to constantly update their filters? Please make a standard type of date filter for all these fields because they're all standard dates when entered into the Opp. Thanks!

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Jen Claudy commented

July 23, 2018 01:29

Annoying, frustrating, and potentially panic-inducing if you have Users who don't remember to update these Filters every time (or at least regularly) in case there are Opportunities now in a new month that is not in the Filters.

See also this Idea, which is related: https://renxt.ideas.aha.io/ideas/RENXT-I-799

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Tammy Yugin commented

April 11, 2017 13:00

Agreed, if we want to include a period of 2 years we have to manually choose every single month in the period, which is very frustrating.

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