Hello!
I am working on a report to populate with notes from the constituents research tab. Ideally I would love them to populate based on creation date similar to a ticket sales by period report. Just wanted to check if anyone had SQL for a list/ analytics dashboard that could help track this. or any advice on how to track this with a canned report.
Sami Topping, do you have the "Research - Notes" output set element group? That should give you most of what you need, except for a date filter. Since the "Research - Notes" group includes create_dt, you can pretty quickly create a filter for that field in TR_QUERY_ELEMENT_PARAMETER. Then when you create your output set, you can filter by any note created after the specified date.
Let us know how it goes. Good luck!