Question

Forms custom report filter on dates

Forms

Updated March 6, 2023

asked on December 22, 2020 • Show version history

Hi,

Is there any way around on reports to filter dates by before or after 30 days? I have a process and on this process I have an Estimated Closing date field. This field will be used as a filter where I am trying to add the filter -30 days (For the last month or 30 days).

Is there any way around it? I will even convert the date to a text field if I have to. On the date filtering, it does not allow me to specify anything but a date.

Any assistance would be greatly appreciated!

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replied on December 22, 2020 • Show version history

Unfortunately no, I posted a feature request for this awhile back.

Feature Request: Better Forms Report Date Filtering - Laserfiche Answers

Forms Custom Report Date Range Filter - Laserfiche Answers

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replied on March 6, 2023 • Show version history

Workaround using the Monitor tab in Forms:

I found that going to the Monitor tab, selecting the specific form, setting the column view to show all desired columns, and using the advanced options to set the start date to a custom date range, is a way to get a monthly report. The results are downloaded as xlsx or csv.

I don't see a way to make this a scheduled task though, but it will give the ability to generate a monthly report.

Note: You must select the form you want the report for in the "Monitoring by Process" dropdown in order to have the ability to customize your report with all the variables in the form.

Hope this provides another option.

Thanks,

Christine

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Forms custom report filter on dates

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