jenny.fed asked a question.
Is there a way to setup a scheduled report for agreements that have already expired? When setting a report to show "Valid days left (active period)" is smaller than 0, no results show; however, I do see this data on the Snowboard and can pull manually.
In my demo enmvironment, "equal to 0" did not work.
What worked was "has no value" as report criteria.
Interestingly, both work for me...
CORRECTION:
Equal to 0 will show the ones expiring TODAY.
To show all of them, you need to do 'has no value' as it empties the field entirely when it expires and sets it to null. (thanks @Axel Lamparth​)
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Hey Jenny,
Doing smaller than 0 would never return any results because the valid days never goes below 0, so nothing exists.
You'd need to do equal to 0
Thanks, setting "Valid days left (active period)" to equal "has no value" seems to mostly work for my purposes. I am now showing all of the expired agreements that appear in the Agreements dashboard (success!), but still have about 20 other agreements with no active days showing up in my report. These extra agreements have a Valid to (last period) that are quite old. I thought I could add another criteria to only show "Valid to (last period)" within the last year, but it doesn't seem I can filter by that (just "Valid to," which now has no value since it has expired).
As you can't filter to something like "last year" in the reports anyway, a custom report in the database will be required.
In case you like to filter by a fixed date like "greater or equal 01/01/2023" you can add this as a filter in the column headers, save the report and this will be in the saved report then. Then modify the saved report next year and off you go.
That worked well, thanks!