By using this website, you agree to our Terms of Use (click here)
I would like to schedule a timecard report, but believe I need to set a default date in the parameter in order for this to work properly with the scheduler.
An example is for a client with semi-monthly timecards, who also has monthly periods, the report is run by timecard period end date.
So I would like to have one version of the report with a default date parameter equal to the last day of the financial period. Then I would create another report with the default data parameter equal to the 15th of the current month. Can this be done??
Hi Stephanie,
Even if you can get a formula to default the Parameter value, I think you might still have a problem because when I click the SAVE TEMPLATE button on the report to create a template so you can schedule it, I have a feeling that the hardcoded date will get saved with the template. I haven't confirmed this, but it's my suspicion.
But there might be a better way to do this, and do it with only one report.
What if you create a parameter called "WeekEnding" with a Data Type of String? Then you would restrict the possible values to "15th" and "LastDay".
On the Filters tab in Report Designer, you would then do something like this (I didn't test it, just intended to point you in a direction):
That's a really great idea Tim. I will do something similar. I wanted to schedule the AR Aged Past Due report on a bi-weekly basis but the report has the Aging Date hardcoded, which gets saved in the Template and therefore scheduling the template is pointless as each time the report runs, the same date is used.
I am thinking of just adding an "Scheduled Mode" checkbox or maybe just "Today". Then in the report schema, if the box is ticked, i will default to current date, otherwise i will use the date on the template.
This does unfortunately mean that any report that needs to be automated would need a similar customisation. But at least it's a pretty simple change.
Edit: got it working. The report was quite tricky as the @AgeDate param was implemented solely in variable formulas. I found all occurrences of @AgeDate by searching the report XML file and replaced it with this: IIf(@AgeTodayDate,@Today,@AgeDate), where @AgeTodayDate is my checkbox. So now if @AgeTodayDate is true, it always uses @Today instead of @AgeDate saved on the report template. So I should be able to automate this on a schedule now and each time it will run with an Aging Date based on the date of the schedule.
Nice application Royce. I agree that it's not ideal to have to modify report definitions for this, but at least the technique isn't too tricky.
Online Members
