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I recently received a request to build a report that will display two data sets on one report. These datasets come from the same data source but display different information. I am having a difficult time displaying both data sets due to the different dates we have to take into account. The issue is that when I try to get all invoices that have not been invoiced + the invoices that have been invoiced in the current period I either lose the non invoiced or I get all invoiced for the year.

 

Uninvoiced:

This should only show returns tickets that in the following status

  • Status in ('Making Ready','Ready To Approve','Approved','Invoice Pending')
  • Where Ticket date >=  01/01/2017 and < last close period (12-01-2017)

 

Invoiced:

  • Invoice status in ('Sent','Paid','Partially Paid','Ready to Send')

 

  • [InvoiceDate] >= Convert(datetime,'2017-12-01') and 

  • [InvoiceDate] < Convert(datetime,'2018-01-01') and 

  • [TicketDate] >= Convert(datetime,'2017-01-01') and 

  • [TicketDate] < Convert(datetime,'2017-12-01')

Any help will be appreciated. Thanks.

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