FAQ 629: Reports--Future entry date listing report


Is there a way to sort or filter out only the participants who have an upcoming entry date when running this report?


There is a report under Reports/RunTime/Non-certificate EE, option "N-Not Eligible as of the Val Date". This will print those coming in after the valuation date.

Another option would be to create a grid with a formula just for dates of entry after a specific date and print that to a report or to a tab-delimited text file that can be imported to Excel.