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zen_nj
how to have report run only for the last week day (as oppose to yesterday())
I have a report that I want to run daily that shows work done the previous working day. So in the report I would have in the criteria something like:
Date/Time Closed equals Yesterday
And this worked fine when I am running the report on Tuesday thru Friday. But if I am running the report on Monday, it would only show cases where Date/Time Closed equals to Yesterday (where yesterday is in fact Sunday, and not friday).
I created a custom formula field with data type of date and called it PreviousWeekDay:
CASE (MOD( Datevalue (now()) - DATE(1900, 1,7),7),
2,today()-1,
3,today()-1,
4,today()-1,
5,today()-1,
6,today()-1,
0,today()-2,
1,today()-3,
today()-1
)
And this seems to work fine in that when I look at the field output from a case page layout, it's showing the proper date value.
So if I was looking at cases at a case today (today being monday Sept 29, 2008), it would give us the value of PreviousWeekDay this value: 9/26/2008
But now when I change my report criteria so that instead of: Date/Time Closed equals Yesterday
It now says: Date/Time Closed equals PreviousWeekDay
the report would not work and it would flash red error messages saying
Error: Invalid date (Valid date format 9/29/2008 or 9/29/2008 1:57 PM)
What gives here? Is there some more conversion I need to do from the custom formula date field?
Date/Time Closed equals Yesterday
And this worked fine when I am running the report on Tuesday thru Friday. But if I am running the report on Monday, it would only show cases where Date/Time Closed equals to Yesterday (where yesterday is in fact Sunday, and not friday).
I created a custom formula field with data type of date and called it PreviousWeekDay:
CASE (MOD( Datevalue (now()) - DATE(1900, 1,7),7),
2,today()-1,
3,today()-1,
4,today()-1,
5,today()-1,
6,today()-1,
0,today()-2,
1,today()-3,
today()-1
)
And this seems to work fine in that when I look at the field output from a case page layout, it's showing the proper date value.
So if I was looking at cases at a case today (today being monday Sept 29, 2008), it would give us the value of PreviousWeekDay this value: 9/26/2008
But now when I change my report criteria so that instead of: Date/Time Closed equals Yesterday
It now says: Date/Time Closed equals PreviousWeekDay
the report would not work and it would flash red error messages saying
Error: Invalid date (Valid date format 9/29/2008 or 9/29/2008 1:57 PM)
What gives here? Is there some more conversion I need to do from the custom formula date field?
the problem is that you are trying to use a field name as a filter criteria. There are certain reserved word in salesforce.com that help you specify a date or time frame, such as: TODAY, THIS WEEK, YESTERDAY.
This is unfortunately not the same as using a custom field itself - it would be great, though!
How about this:
Change your formula from "PreviousWorkingDay" to "NextWorkingDay". I.e. it displays the day when the record needs to be reported upon. Then you can use the report criteria to say:
NextWorkingDay Equals TODAY
That should work.
Marc
Yeah I found out that was the issue, that in reports, you can't use a field name's value as a filter.
Not sure your suggestion would work though since what I wanted to do is really compare say the Date/Time Closed field is equal to whatever value was in my other field (PreviousWorkingDay, or NextWorkingDay), as well as a couple of other custom date/time fields that I created to track certain stages in the case.
So it's really more like:
show all cases where either the Date/Time Closed field = previous weekday
or Date/Time CaseStatusSetToCompleted field = previous weekday
or Date/Time CaseStatusSetToBeginBilling field = previous weekday
So not sure how I can incorporate your suggestion into this.
What I wind up doing is creating 2 separate reports - one to be run daily from Tuesday to Friday, and another to be run only on Monday (which would essentially be showing cases processed previous weekday, which would be friday).
So in 1st report, the criteria would be:
(Date/Time Closed equals YESTERDAY) or (Date/Time CaseStatusSetToCompleted equals YESTERDAY) or (Date/Time CaseStatusSetToBeginBilling equals YESTERDAY)
And in the 2nd report, the criteria would be:
((Date/Time Closed equals LAST 3 DAYS) and (Date/Time Closed not equal TODAY))
or
((Date/Time CaseStatusSetToCompleted equals LAST 3 DAYS) and (Date/Time CaseStatusSetToCompleted not equal TODAY ))
or
((Date/Time CaseStatusSetToBeginBilling equals LAST 3 DAYS) and (Date/Time CaseStatusSetToBeginBilling not equal TODAY))
And the 2nd report will only be run on a monday, and so would capture all cases that were processed in the last 3 days, except for TODAY (so that would really cover Friday and also Sat/Sun as well, in case work was done during the weekend).