Aging Report

  • Thread starter Thread starter Brad
  • Start date Start date
B

Brad

I have a database which contains personal contact
information (addresses, names, phone #, etc.) followed by
a series of dates I attempted to contact them and the
method I used (phone call, mailing, house call). What I
am looking to do is to generate a report which will tell
me when the most recent contact was made as well as
generate a report listing the individuals who have not
been contacted within a 30, 60, or 90+ day window. Any
ideas?
 
Brad,

There are several ways to setup the spreadsheet. However,
let me give you a few tips that might help.

First, assuming you have a row that contains several
contact dates, you can use the =MAX formula to find the
largest date in that series. This would give you the most
recent contact attempt.

Then, somewhere in the spreadsheet enter the =NOW()
function which will return today's date. Then you can use
a simple formula (Today's Date - Last Contact Date) to
calculate the difference.

I hope that helps!

Eric
 
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