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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

This may seem like such an easy question but rest assured, for me it's not.

We rely on speaking to our database on a regular basis and have a field that when a button is pressed, the current date is entered. This is the 'last spoken to' field.

I thought it would be great if we could have a self generating report that would show everyone who has not been contacted in the last month. It would for example, locate the 90 names not spoken to in over a month, and print out a copy on the 1st of each month. Is this possible?

Any other tips on reporting functions would be great.

Thanks for help.

Mark

Posted

Yes, but to do so I'll need to speak directy to your database, only kidding wink.gif.

How depends upon what a record in your file represents, if it is one of everyone, just do a find on a date range and check the omit box. If not, you'll have to give us a little more specific information about your file.

-bd

Posted

I would add a calculation field (DateLastContacted) that returns a number.

The calculation = 'last spoken to' field - Status(CurrentDate) - make sure the results are unstored.

Perform a find on DateLastContacted >= 90, then go to your reporting layout. Make a script and then button based off of this info. If you want to automate it to print on the 1st then a few more steps are needed.

This topic is 8171 days old. Please don't post here. Open a new topic instead.

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