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Feature Request: Better Forms Report Date Filtering

posted on June 25, 2019 Show version history

Hello,

I'm attempting to build reports for a new process and, unfortunately, I'm finding that there's no way to meet our needs with the existing filter options.

Adding End Date as a filter is, in our opinion, critical because in most cases we need to view data based on when the processes were completed, not when they started.

I was going to try using a field variable filter as a workaround, but those only work with static dates; having the ability to filter variable fields based on "Today" or "Yesterday" rather than a static date would be incredibly useful.

 

To provide an example of our use case, we have submissions coming in each day that require payment (using our own Authorize.Net implementation).

The customer is not charged until the submissions have been reviewed, which may be more than a day after the process started, and this is the important date for reporting.

 

What our managers/supervisors and Fiscal staff need is the ability to get daily reports for balancing; this would include the submissions and amounts approved by each employee for the current day.

If I do a summarized report, I can group by completed date, but I can't sort newest-to-oldest, which is another feature that would make the reports a lot more user friendly.

Also, if I go that route I depend on the drilldown for the actual data, which is not available in the email attachment.

 

I apologize for sounding frustrated, but it is becoming more and more frequent that we build new Forms processes and can't find a way to build useful reports.

We are moving many of our business critical processes into Forms, and more often than not I end up having to dump data to an external database and build reports entirely outside of Forms.

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replied on June 25, 2019

100% agree, without this it makes much of the automated reports not nearly as useful as they could be.

I would love to be able to get a weekly digest of submissions/report data by choosing Today, Yesterday, Last week, Last month etc using the internal reporting system.

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replied on June 25, 2019

As a workaround, I created a scheduled task that directly modifies the report filter in the database each day.

Not ideal at all, but it is the only way I can see to have a date variable filtered by "today" without using an external database.

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