Birthday and Anniversary Report Filter Update
I'd like to have the ability to filter the Birthdays and Anniversaries report by the KW start month. Currently the filter for month includes the year so I can't filter a list to show all agents with an anniversary for a given month regardless of the year.
6
votes
Ben Clay
shared this idea
Please try adding a Filter by "Associate Birthdate Month" or "Cap Anniversary Date" and that should filter your Associates on the report to show by just month and not be specific to year!
If you have any issues with this Filter, let us know.