Using Date Criteria

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You can manipulate dates within a report in two ways:

  • Display dates in date specific formats. This is done using the Date/Time Translation combo box below the field name.

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In this example, the year will be displayed from the date.

  • Set date criteria to select records based on the dates.

You may need to combine these techniques to get the types of reports that you require.

For example, if you wish to list all the employees hired in a specific year and only show the year (not the date), you could translate the date format to only display the year, and then set a criteria to the value of that year.

If you wished to show the actual date, then you would have to set two date criteria representing 1-January and 31-December of the year.

In the following example, you will be using employee data that includes an employee start date field.

1. Click the New Report tab.

2. Add the following report details:

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3. Select the User table.

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The user table provides access to all internal people, as well as any custom fields associated with internal people, and associated role-based fields.

In this instance, there are two custom fields: The salary and the start date.

4. Click the Save button.

5. Click the Report Builder button.

6. Add the following fields:

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7. Click the Build Query button.

8. Click the Save button.

9. Click the Preview button.

All records are displayed.

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The date is displayed in the default format of year, month, and date.

It is always a good idea to ensure that the basic query returns some results before applying criteria.

10. Close the report and parameter window.

11. Click the Report Builder tab.