Personalization, Customization and Productivity Tools

[bburket]

We are running Mas 90 v4.3 with Crystal 10. We would like the ability to customize some of our reports so that they prompt for specific selection criteria of a beginning and ending date. Is that something we can do by modifying existing MAS reports?

Thanks

Brian Burket

[rmikolainis]

Add parameter fields to the reports, for example: Startdate and enddate will be the parameter names we create.

Then in the record selection, you would select the date field, use "between or range" as your criteria, then you would select the fields named ?startdate and ?enddate as your parameters.

Whenever you refresh the report, it will prompt for the parameters.

[connex]

I would highly recommend that you add defaults for your date range in such a manner as to allow the report run without the criteria as an option.  For example - you choose the default date of 1980-01-01 and use the follow conditional as part of your record (or group) selection to make nullifying your added criteria easy for the user:

if Maximum({?DateRange}) = #1/1/1980#
    then true // nullify this selection criteria
    else {AR_SalespersonCommissionWrk.InvoiceDate} in {?DateRange}

[BigLouie]

Welcome to the Sage Community Brian.  Are these custom reports that you designed or the reports listed on the Reports menu? Generally for the reports on the Reports menu, if there is a date field in the works table then you will have the date range as one of your options.

[bburket]

Our desired outcome is to be able to run the GL Trial Ballance report in the reports menu and filter it by a single account and a specific date range. I believe I know how to add the proper selection criteria to the report but I dont see a field to compare the dates to. An example of the date ranges would be 6-25-10 to 7-15-10 

Maybe I am aproaching this the wrong way. 

Any help would be great.

Brian 

[BigLouie]

This is not possible because the GLTrailBalanceWrks table does not have a date field. You can only run by periods.

[bburket]

That is why I could not find any date fields.

Is there a way to create or modify an existing report to provide GL transactions by department within a specific date range?

Brian

[BShockley]

G/L Detail Report?

[bburket]

Maybe it would help if I fully explain what I need now that I fully understand.

I need to produce a report that shows Journal entries that were entered after 07/07/2010 but posted to 06/30/2010.

From what I understand we print out reports as of 06/30/2010 on the fifth or so day of the month.

Then we add more entries after that.

We need a report to just show the entries we added to June after 07/05/2010.

I hope I am not too confusing.

Thanks

Brian

[timmjlane · Accepted solution]

I have a similar situation and I created a simple custom report using the GL_Account and GL_DetailPosting files.  I joined the tables on the AccountKey so I could use the Account field in the GL_Account file for selecting the GL Account (format works better for me).

Add the fields you need to see from the GL_DetailPosting file and create Parameter fields to select the Date Entered (EntryDate) and Posting Date (PostDate).  Your selection criteria would then be:

• {GL_DetailPosting.PostingDate} = {?PostDate} and {GL_DetailPosting.DateCreated} >= {?EntryDate}