Jump to content
Claris Engage 2025 - March 25-26 Austin Texas ×

Creating a Filtered Summary Report


This topic is 6004 days old. Please don't post here. Open a new topic instead.

Recommended Posts

Posted

I have a summary report which works fine. It shows actions taken, grouped by staff and the specific action, and then it counts the number of actions. Each action has a date and I want to be able to filter the results if they fall between set dates. The dates which form the criteria for the report are entered in a custom dialogue box and become variables in the script. I have used these dates to give either a Yes or No result in a filed in the relevant table, the idea being to run the filter if the field says yes. So far so good, all works, but when I put the filter into the script the report does not run properly. Does anyone have any ideas? Picture of script attached

Picture_3.png

Posted

Ok would love to but can not work out how to do it. The find will not let me put in the variables as a filter parameter. Can you tell me how I would do it?

Posted

You cannot use dynamic criteria in a stored request. You need to do it this way:

...

Enter Find Mode []

Set Field [ Date ; $startDate & ".." & $endDate ]

Perform Find []

...

Note that Enter Find Mode [] and Perform Find [] have no selected options.

This topic is 6004 days old. Please don't post here. Open a new topic instead.

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
×
×
  • Create New...

Important Information

By using this site, you agree to our Terms of Use.