We're starting to run deposit reports as a way to help us write personal thank you (follow-up) calls. But, since we don't do data entry everyday, we need to have, on the report, the date range that was entered when running the report.
How do I do this? All I can find is post date, which doesn't collect the date range that was entered.
I presume that you mean that you need the date range to show up
on the printed report, not just in the search criteria. That will
require some customization. An easy way would be to create summary
fields BeginDate to be the minimum of the post dates in the report,
and EndDate to be the maximum of the post dates. This is pretty easy,
but you should note that this wouldn't give you the dates you
searched, but the dates that actually showed up.
To put the range searched into a header, you'd need to create a
script (or modify the deposit report script) to present a layout where
the date range is copied off the find request and pasted into a global
field. Place the field on the report layout.
Of course, the easiest solution would be to write the date range
on the report.
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Dave Shaw H4 Consulting
tel: 206-954-7526 fax: 206-625-1338
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Dave Shaw H4 Consulting
tel: 206-954-7526 fax: 206-625-1338
