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custom fields in report builder?

Last post 07-18-2008 7:52 AM by acraigl. 2 replies.
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  • 01-11-2008 7:22 AM

    custom fields in report builder?

    Is there a way to generate custom fields on reports? For example, I create a report every Monday for the previous week's activity. I would like a subititle to read something like "Week ending <Month> <Date>, <Year>" that gets automatically populated for the previous friday date. Presently, it appears I would need to physically modify the report each time.

  • 01-13-2008 6:48 PM In reply to

    Re: custom fields in report builder?

    [edit] just saw you referenced Report Builder, I was thinking Advanced...  No, it's not possible in just the Report Builder.

    In Advanced Report Builder it's a calc data item that you would add (Insertable objects), with the expression calculation roughly being Current date minus 3 days (Monday, minus 3 days = Friday) however your date calculation will be wrong if you miss a monday (say you run it on tuesday).  Do you have a date prompt for the range criteria of the report?  Using a prompt for a date range of the report and then simply displaying that prompt as a parameter on the report would be easier - since then you could run it whenever but select the desired week.

    I can't access our report builder right now but will post up once I can on Monday with more details.  Take a stab at it however so I can tell how far along you get.  

     

     

     

     

    Steve Thompson | Solutions Consultant
    Daptiv


  • 07-18-2008 7:52 AM In reply to

    Re: custom fields in report builder?

    I was looking at this as well and came up with a solution in Advanced Report Builder that is a bit more automated than what is suggested above. I still need to run this next week to be sure, but it appears to pull the Friday of the previous week.

    In the header of my report, I have a standard text field: 'Week Ending '

    Next to that I inserted a Query Calculation Object, and named it 'theDate'.
    In the Expression Definition, I entered:

    _add_days(current_date,-1*(_day_of_week(current_date,6)))

    This basically says to go to subtract x number of days from the current date. I have this set for Friday, but if I wanted Sunday, for example, I'd change the 6 to an 8.

    Again, I need to check this next week, but it should be a right start, anyway. Smile

    UPDATE: Checked this week and it functions as intended. I finally get to automate the sending of these reports!

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