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How to schedule a r...
 
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Questions How to schedule a report for last week or last month.

 
Everything Else
Last Post by Tim Rodman 7 years ago
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Posts: 6
 Ishan Desai
Topic starter
March 10, 2019 8:19 pm
(@ishan-desai)
Member
Joined: 8 years ago

Hi All,

How to schedule a report for last week or last month. In report condition, there is no option available for "Last Week" or "Last Month".

Is there any alternative?

Thanks,

Ishan


1 Reply
Tim Rodman
Posts: 3204
 Tim Rodman
Admin
March 16, 2019 9:44 pm
(@timrodman)
Famed Member
Joined: 11 years ago

I think you'll need to use Parameters with defaults values and Filters for this.

Take a look at the Sales Order Summary (SO610500) report for a good example.

The DateFrom parameter has a Default value of:

=DateAdd(Report.GetDefExt('RowAccessInfo.BusinessDate'), 'd', -(Day(Report.GetDefExt('RowAccessInfo.BusinessDate')) - 1))

You can see that it's taking the Business Date (which is usually today's date) and subtracting the "day" portion of the date which basically gives you the 1st of the month.

If you wanted to go back to the first of last month, you could do something like this:

=DateAdd(DateAdd(Report.GetDefExt('RowAccessInfo.BusinessDate'), 'd', -(Day(Report.GetDefExt('RowAccessInfo.BusinessDate')) - 1)),'m',-1)

For more info about the DateAdd function, checkout this help article:

https://help-2018r2.acumatica.com/Help?ScreenId=ShowWiki&pageid=4eeba11c-b05d-4893-8d05-c377fb1824b6


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