video1.0<iframe src="https://www.loom.com/embed/4c273539b1ae4b3d887f0395c3b0eb0e" frameborder="0" width="1620" height="1215" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>12151620Loomhttps://www.loom.com12151620https://cdn.loom.com/sessions/thumbnails/4c273539b1ae4b3d887f0395c3b0eb0e-cfec7e5aeb11a2ea.gif222.521This Loom explains how to build or edit a saved report for people turning 65 within the next three months. The creator navigates to Reports and Saved Reports, then sets the report visibility (private, admins only, or all users) and selects record types, choosing records only. The key filter selects by birthday for those with the 65th birthday between 30 days from now and 120 days from now, and the results are sorted by date of birth with additional fields like name, company, phone, status, and county. The report is not grouped.