In October 2026, Spotler CRM released the criteria builder: a clearer, step-by-step way to build reports, with exclude groups and dynamic dates such as last month or the last 30 days. Lists and tags use the same criteria builder. No action is required.
In this article:
- 🆕 Build reports step by step
- 🆕 Exclude records from your selection
- Select dates like last month from a list
- More improvements
- Related documentation
What's new in October 2026?
🆕 Build reports step by step
The report builder in Spotler CRM now takes you through five clear steps, with a preview of the result before you save. This is useful if you create or edit reports and want to see exactly what a report shows before you share or schedule it.
When you create a report under Reports, you go through Setup, Objects & Fields, Segmentation, Preview and Review. Each step focuses on one part of the report. In the Preview step, you see the first rows and the total number of rows, and you can remove duplicate rows or add subtotals per group.
Want to try it? Go to Reports and create a new report.
Recommended action
Convert your existing reports to the criteria builder to use the new options in them. Open a report and click Convert Report in the banner at the top. If the converted report does not work as expected, click Revert Report.
Read more in Reports.
🆕 Exclude records from your selection
The criteria builder in Spotler CRM now lets you leave records out of a report, list or tag with an exclude group. This is useful if you want a selection such as "all customers, except the ones who visited the website last month".
Select Exclude Group at the top of a group or sub group, and the records that match it are left out of the result. Selections that used to take several reports or lists now take one. With groups and sub groups, you can also combine AND and OR without brackets.
Read more in How do I build criteria with groups, rules and exclusions?
Select dates like last month from a list
Rules on date fields in Spotler CRM now let you choose a dynamic date, such as This Week, Last Month or the last 30 days, from a list. This is relevant if you work with dates in reports, lists or tags, for example for new contacts, recent activities or opportunities per quarter.
Click the icon in front of Value to switch from a fixed date to a dynamic date. Then choose a preset, such as Today or This Quarter, or a custom number of hours, days, weeks, months or years. You no longer need a special notation, and the period moves along with time, so your report or list always shows the current week, month or quarter.
Read more in How do I use relative date filters?
More improvements
-
🆕 Groups and sub groups
Combine AND and OR in one selection, with no limit to the number of levels. -
🆕 Objects
Choose your own primary and related objects for a report, or use a preset. -
🆕 Remove duplicate rows
Show identical rows in a report only once. -
🆕 Totals & Subtotals
Group a report by a field and show a subtotal per group. -
Criteria
Add as many criteria as you need, on every plan. -
Runtime criteria
Choose a value each time you run a report, now available on every plan. -
Lists and tags
Dynamic and static lists and tags now use the same criteria builder as reports. -
Legacy editor
Existing reports, lists and tags keep working, and you can still choose the legacy editor with Use the old report system or Use the old criteria system. -
Forecasts
Existing forecasts can still be run. New forecasts cannot be created, and forecasts cannot be converted to the criteria builder.