Joined: 23 Dec 2012
Online Status: Offline
Posts: 8
Topic: Working with Past Due Dates Posted: 23 Dec 2012 at 9:01am
Happy Holidays!
We have a donor database that stores member fees. I am having a hard time determining how many members are past due using our DueDate field. For example if I wanted to know how many past due as of Dec 1 I have tried:
{Donors.DueDate} < 12/1/2012
I thought the issue is the DueDate field stores date values with time as 12/01/2012 12:00AM. I updated the formula as < 12/01/2012 12:00AM yet no luck. Instead "error in this formula" appears.
Ideally we would like our report to read:
31 members past due as of Dec 1
Of these 31 past due 11 are more than 30 Days past due
Of these 11 past due 7 are more than 90 Days past due
I am certain I am missing something that's easy to do. First time working with past due dates hoping a new set of eyes will point out clearly.
Joined: 23 Dec 2012
Online Status: Offline
Posts: 8
Posted: 23 Dec 2012 at 1:34pm
I sort of have a work around:
first I create a PastDue formula {Donors.DueDate} < "12/1/2012"
then create a Count {@PastDue} formula, however this results in counting all donors with a DueDate verses donors with past due fees as of 12/1/2012.
Therefore I used Report > Group Expert > and select Group By: DueDate field > select Options and the Specified Order tab. Here I create a Named Group and add criteria where DueDate is less than 12/1/2012. I add a second group with DueDate between 11/1/2012 and 11/30/2012 then order groups in Specified Order.
Wallaaah I now have Groups by DueDate and a Count of DueDates by Group.
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