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Job Cost History Saved Templates - Locking you into date the template was created

When I save a job cost history template with a date Selection of "current processing date" and then set it as my default, the job cost history screen will only pull up costs up to the date that the template was created

  • Guest
  • Jul 26 2024
  • Already exists
Company Apex Site Solutions
Job Title / Role Controller
I need it... Yesterday...Come on already
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  • Admin
    Geoffrey Falk commented
    11 Sep 23:07

    If the user did not open the date token calendar when creating the filter, the filter saves with dates on the screen.

    I recommend you delete the saved selection and try again.


    Geoff

  • Guest commented
    12 Aug 16:20

    On all report templates, I change the date selection to Current System Date. That option allow dates to update with the calendar. I have also used "End of Prior Period" and "Fixed number of days offset". If you run a report every Monday, but backdate to Friday, you can set the offset days to "-3".

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