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This is for custom object called Rate Sheet. 

 

- there is a field called "Branch" on each Rate Sheet

 

- there is a field called "Spread" on each Rate Sheet

 

I want:

 

- to show each summarized Branch and total Spread for each week.

 

- to only show the next 6 weeks in the report, but this will be a dynamic date range and ideally, only go Sunday - Saturday.  So, if I am viewing the report on a Wednesday, it would still only show Sunday - Saturday.

 

Thank you!

 

 
4 answers
  1. Apr 20, 2018, 1:00 PM
    Hi Tom,

     

     

     

    Thanks for the help!

     

     

     

    It is not really a date ‘field’, but instead, a range.  The Rate Sheet has these fields:

     

     

     

    Status

     

    Rate Sheet Start Date

     

    Rate Sheet End Date

     

     

     

    So, we are looking for all Rate Sheets with Status equal to “Filled”

     

     

     

    And the next 6 weeks would include Spread (currency).

     

     

     

    As an example:

     

     

     

     

     

    Status = Filled

     

    Rate Sheet Start Date = 1/1/2018

     

    Rate Sheet End Date = 4/28/2018

     

    Spread = $500

     

     

     

    If run on 4/14/2018, the report would return:

     

     

     

    4/15/2018         4/22/2018         4/29/2018         5/6/2018              5/13/2018         5/20/2018

     

    $500                   $500                   $0                       $0                       $0                       $0

     

     
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