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Using the Dates File in a Report

Applicable version
    2.26 and later
Summary

Occasionally reports need to be printed in date order - with 1 (or more) records for each day. For example a Daily Hours Report prints a record for each day.  However if a record does not exist for a day then that day will be skipped in the report.  Also it is difficult (without using the Dates file ) to print Errors amongst the Daily Hours at their correct Date position.

Details

The dates file is simply a file which contains a record for each day.  Thus is can be used as a Parent file in a report so that child files can be printed for each day.  For example

Primary File : Dates
   Loop Through Daily Hours
      Detail
   Loop through Errors
      Detail  


and so on. One complication is that you may not want the dates file to be the Primary file for the report.  A more likely layout would be

Primary File : Employee  
   Loop through Dates  
      Loop Through Daily Hours  
         Detail  
      Loop through Errors  
         Detail


However there is no link between the Employee File, and the Dates file.  In this case the Dates file is a Parentless file.  To make a Parentless file do the following;

A) Add a Secondary Loop record as normal.

B) Click on the ? button next to Parent File. This takes you to the Override Parent File screen.

C) Select None from the list. Although the list is in alphabetical order, None is at the very bottom. Select Ok.

D) On the Update Report Details screen there is now a Drop down list for you to select the order. As this file is not related to the parent file you have to select the key to use.

E) Click on the Edit Detail button to set the range for the file. As this file is not related to any Parent it is important to set the whole range and filter here.  For the Dates file this is typically FromDate and ToDate.

 

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