Hello,
I work at a social services nonprofit. I am trying to create a report that shows the current roster of youth in our care AND youth who have been discharged within the last month. Basically, current roster and departures. I am having trouble with the filters and logic for this.
Creating a report that shows current clients are easy. I have a formula field that shows the child's current placement and then a field that reflects whether or not the youth has been discharged from services. So, my filters are the 2 programs we want to show on the report, current placement is true and discharged from services is no. This works perfectly (screenshot below to show filters).
But, when I try to add in the youth who have been discharged since the first of the month, I can't seem to make the filter logic work.
I tried adding filters for "Discharged from..." equals "Yes" and Date of Discharge is greater than or equal to December 1st.
Then I tried adding filter logic that is: (1 AND 2 AND 3) OR (1 AND 4 AND 5) (because we still want youth from the same programs). However, when I do that, several kids are missing from the report and the kids who have been discharged in the last month don't show up.
Any ideas on what I'm doing wrong? Any way to make this possible?
2 Antworten
Hey Blair,
I'm assuming that 'Date of Discharge' is a date field type... Any reason why you wouldnt just modify the date range in the report header to limit it to 'Date of Discharge' Current and Previous Month. Once you've done that, add the Date of Discharge to the report, and create a grouping. Group the dates by calendar month so you can see who was discharged last month and this month easily!
Give it a shot and let me know how you fair
Best of luck!
