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Allow users to set dates prior to generating DDP?

Question asked by john.stallings@fortimize.com on Sep 18, 2017
Latest reply on Sep 26, 2017 by john.stallings@fortimize.com

Hi everyone,

 

I currently have a DDP set up, which essentially pulls a Salesforce Opportunity report into Excel. The report has been configured and associated with the document package. Depending on who is running the DDP, the preferred dates for the report may fluctuate. Prior to generating the DDP, is it possible to allow a user to enter in a specific date range, or essentially filter the Opportunities displayed in the generated report?

 

Thanks!

John

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