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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

I need to generate 3 reports for my case log. I have tried to create the script but it's not doing what I need/ want it to do.

I need my report to sort: Assigned Cases, Investigator Assigned and Month - in descending order.

Next report should sort: Closed Cases, Investigator Assigned and Month - in descending order

Finally the last report I need it so show me: Open Cases, Investigators and Month.

Posted

Should all reports be run consecutively, or do you want to run only one at a time?

In any case, perform a find for the desired category (assigned, closed, open) and specify the sort order to use for each one. It sounds as if all three reports can use the same layout. You only need to modify the found set (search criteria) and sort order for each one.

Posted

I have a similar kind of situation, and what I ended up doing was to create a separate script for each report I want to run, and then an overall script that triggers these individual scripts in order.

The reason I did it this way is this: if your client cancels your script for some reason before they've run all 3 reports, they're sort of in limbo. But with this method it is easy to help them by adding nonprinting buttons on each of the reports that allow the user to navigate to any of the other reports--and the report will be correctly configured. It's also easier to keep straight the sorting and searching if each script is only handling its own report. Finally, if down the road you add a fourth report, you can plunk it into the sequence without a whole lot of tinkering.

HTH,

David

Posted

Points taken, except for the first one. Canceling should not be an issue as the users should not be allowed to cancel. Allow User Abort [Off] should always be the first step in a script (once it's working correctly, of course), so that canceling is not an option.

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