I want to run a report for the last 6 months showing all activity in trust. Incredibly, I can't do it the way it's set up. I have to include inactive because much of the activity that occurred in the last 6 months is from cases that are CURRENTLY inactive, though they were NOT inactive when the activity occurred 3 or 4 months ago. To capture that information, I currently have to include inactive, which pulls in ALL inactive cases, even cases for which there has not been any activity during the last 6 months, or several years in fact. I can't get rid of those long-since inactive cases by excluding cases with zero balance because the recently inactivated cases in which there was a lot of activity only 3 months ago, which I want to capture, are also zero balance now. The problem is that the active/inactive selection forces you to choose as of the current date (date of report). What I want to do is surely the most common thing one would want to do: That is, I'd like to make a report that shows everything that happened in that account for the past 6 months. If something happened, then by definition that client WAS active when it happened, even if the client is not active now. So there are lot so clients who are PRESENTLY zero balance and inactive, but if they had activity during the last 6 months (or whatever my date range is for the search) obviously I still want to see it, because the point is the see everything in that date range. This is frustrating because it's the most common and useful kind of report that you're preventing the user from generating.
How often would you use this request?
Constantly, like thousands of other people.