Report Builder Selection

Yahoo Archive
1
Our fiscal periods don't get changed soon enough to use the system fiscal period for some reports so I've done something like the following on several reports.

LastMonthInvoice: IIF(YEAR(InvoiceDate) = YEAR(TODAY()) and MONTH(InvoiceDate) = MONTH(TODAY()) -1,True,False)

Then I use LastMonthInvoice in a filter (LastMonthInvoice = True). If I recall correctly the whole formula has a second part to deal with January (check for month = 1 and test invoice date against 12). If the weekly report is always run on the same day (such as Monday for the previous week) then LastWeekInvoice could be any InvoiceDate in the range TODAY() - 7 to TODAY() - 3.

-Todd C.

-----Original Message-----
From: Todd Hofert [mailto:thofert@...]
Sent: Tuesday, July 15, 2003 7:24 AM
To: Vantage List (E-mail)
Subject: [Vantage] Report Builder Selection


I have a couple of handful of Report Builder sales reports that run automatically each month and each week. These reports then are e-mailed to our sales people throughout the country. Each report use the invoice detail table records to summarize the sales for each rep by month and by year. I currently use Fiscal Year and Fiscal Period to make my selection of records. The problem with that is that as our sales staff grows it becomes increasingly difficult to edit the reports each month/week as each report is unique to each sales person. Is there a way to write a calculation that will automatically select records from the current month? Previous month? What about the current week or the last seven days?

Any help would be greatly appreciated.

Thanks

Todd Hofert
IT Director
Spartan Graphics, Inc.



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[Non-text portions of this message have been removed]
2
I have a couple of handful of Report Builder sales reports that run automatically each month and each week. These reports then are e-mailed to our sales people throughout the country. Each report use the invoice detail table records to summarize the sales for each rep by month and by year. I currently use Fiscal Year and Fiscal Period to make my selection of records. The problem with that is that as our sales staff grows it becomes increasingly difficult to edit the reports each month/week as each report is unique to each sales person. Is there a way to write a calculation that will automatically select records from the current month? Previous month? What about the current week or the last seven days?

Any help would be greatly appreciated.

Thanks

Todd Hofert
IT Director
Spartan Graphics, Inc.
3
The current fiscal period and year are stored in the GLSyst table, I use an
inner join to that when generating reports to get the current period
figures.

Paul Oliver
Network Manager
Concentric Controls Ltd.


----- Original Message -----
From: "Todd Hofert" <thofert@...>
To: "Vantage List (E-mail)" <vantage@yahoogroups.com>
Sent: Tuesday, July 15, 2003 1:23 PM
Subject: [Vantage] Report Builder Selection


> I have a couple of handful of Report Builder sales reports that run
automatically each month and each week. These reports then are e-mailed to
our sales people throughout the country. Each report use the invoice detail
table records to summarize the sales for each rep by month and by year. I
currently use Fiscal Year and Fiscal Period to make my selection of records.
The problem with that is that as our sales staff grows it becomes
increasingly difficult to edit the reports each month/week as each report is
unique to each sales person. Is there a way to write a calculation that will
automatically select records from the current month? Previous month? What
about the current week or the last seven days?
>
> Any help would be greatly appreciated.
>
> Thanks
>
> Todd Hofert
> IT Director
> Spartan Graphics, Inc.


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