Method:Classic General Q&A

Re: Report Designer

fran — Sun, 16 Aug 2015 03:47:17 GMT

Patttie,

One trick I have used to show and filter my reports...is to add a field(s) to the company table for your date variables. And it only has one record so you know you can only have one set of parameters. This table shows on all reports. I usually add a param1 and param2 field and use them for date start, date end or whatever.

On your screen, update the value of the parameterfield with your date or whatever.

Then in designer, you can filter your report by the company table parameter fields. And you can easily set alabel on your report to show the dates shown.

Hope that helps..

Re: Report Designer

ITfromValor — Fri, 14 Aug 2015 19:13:00 GMT

Thanks!

Re: Report Designer

Pattie Camacho — Thu, 13 Aug 2015 23:08:17 GMT

I figured it out

I already had the field in the table so here is what I did

In the report designer I added the field twice to the top of my report

Add a summary to each field (1 Min and 1 Max) for the report See screen shots below

I added labels to identify what the dates were

Now when the report is generated it has the date range that the user used for the report

Re: Report Designer

Method_Morty — Thu, 13 Aug 2015 20:20:31 GMT

Hey,

Sorry for misunderstanding the question.

To capture on screen fields onto a report you must first add that field to the Table.

Example:

On my Estimates report I want to show a Date that was picked by a User from the Estimates screen. When the User clicks Print Preview the Report opens with that date field on the report with the date set to what the User picked.

> I added a Date field to the Estimates Table.

> I customized my Estimates screen and added that field to the screen for Users to pick a date.

> I customized the report by dragging the field onto the report from the right side pan under Estimates.

Let me know if that is what was trying to be accomplished, if not we can take a further look.

- Mortaza

Re: Report Designer

ITfromValor — Thu, 13 Aug 2015 18:25:49 GMT

I actually need to do the exact same thing at the moment!

Re: Report Designer

Pattie Camacho — Thu, 13 Aug 2015 17:34:57 GMT

I do understand that and I have filtered that way but I wanted to add two labels at the top of the report to Show the two date ranges they uiser picked

Re: Report Designer

Method_Morty — Thu, 13 Aug 2015 17:29:22 GMT

Hey Pattie,

We do date range formatting from the Activity Reports.

Head over to Activites > Activity Report > Step 3: Add Filters > Date Range

If you open that screen in screen designer you can see at around Action #66 of 'Generate Report' button how it uses that data from the Date Range on screen field.

*Also wanted to add: In the Generate Report action, you can add a filter to only display the records that are within a date range by choosing the date range option and then enter the dates that make up the range.

- Mortaza

Re: Report Designer

Pattie Camacho — Thu, 13 Aug 2015 17:13:55 GMT

I have watched those videos but they dont show how to do what I am asking

Re: Report Designer

Method_Morty — Thu, 13 Aug 2015 16:52:08 GMT

Hey Pattie,

That can be done using the Report Desinger, I suggest watching our 3 part intro webinar on the Report Desinger, HERE.

- Mortaza

Report Designer

Pattie Camacho — Thu, 13 Aug 2015 16:33:35 GMT

Can a person add a value from a screen to a report? For example, I have a screen that the user picks a date range and a report is generated for that date range.

Can I add that date range, that the user picked, to the report that is generated?