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roger.desilva@bathurst.ca

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How can I setup a Report Filter to prompt for a new value (ie. Year)?
thoese

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Reply with quote  #2 
Hi,

There are two types of filters available for reports.  A pre filter can be saved with the report's design.  A post filter is available when viewing a report.  However there is not an option to have the filter dialog prompt for user input upon opening a report.

A workaround for your example above might be to create a report and then filter it for year 2015.  Then duplicate the report (using the duplicate record feature).  Change the pre filter on the new report to a different year.

Alternatively you could just have one generic report and post filter it (but you'll have to manually create the filter each time you view the report).

I hope this information was helpful. 

Thank you,

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roger.desilva@bathurst.ca

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Reply with quote  #3 
It was very helpful, Thank you, Roger
thoese

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Reply with quote  #4 
Happy to hear that helped.  Also there are Dynamic Date variables that you could use in reports....

Last Year
This Year
Next Year -- might apply to a field that references future dates (e.g., contract renewal date)

When these values are used in reports (as a pre filter) they auto adjust with the current calendar date.

This might not apply to what you are trying to do but in case it does I thought I'd let you know.

Thanks,

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