Automatically set date parameters for scheduled reports

[kimrose]

In the Crystal Management Console of CE, I would like to automatically set start date and end date parameters in a scheduled report based on the current date (so no specific dates are hardcoded). For example, schedule a report to run on the first of the month where start date = first day of previous month and end date = yesterday. Is this possible?

 

[kskid]

The following would work from the 1st to the last day of the current month

{table.date} in lastfullmonth

but if you can guarantee that the report will run on the first day of the month, then

{table.date} in minimum(lastfullmonth) to currentdate-1

-LW

 

[MJRBIM]

We use the APOS InfoScheduler Tool to manage batches of parameter reports.

 

[kimrose]

Sorry for the much delayed response...MJRBIM, what do you think about the APOS InfoScheduler? I would love to "set it and forget it" when scheduling a report. The tool I currently use (for an application that we are moving away from) allows me to set up a trigger to run a report on the first of every month. Unfortunately, the report it references is a copy of the one my end users run. Its parameters are based off the current date instead of inputted by my users. This forces me to maintain two reports and I would like to move away from that. I would also not like to have to manually send batches each month through InfoSchduler. I'm still learning about its capabilities,though. Your thoughts?

 

[MJRBIM]

The Manual batch process is really easy to maintain through the APOS InfoScheduler. I have used it at a couple of client sites.

If you want your users to use the same report *.RPT file for both parameter entry and your scheduled monthly report, you could modify the report's SELECT criteria that to use the LastFullMonth selection if the parameters are BLANK - then schedule your recurring instance with BLANK parameter values.

 

[kimrose]

Thank you for your quick response. Unfortunately, often times I have to schedule the same report for weekly, monthly, quarterly, and YTD.

I will be speaking with an APOS salesperson in the next few days, so hopefully he/she will be able to clarify InfoScheduler's capabilities.

Thanks again!