Custom Reports

Hi Jess - Just following up to see if you were able to figure this out. My preliminary guess is that the reason the data doesn’t match is that “After X days ago” might not line up with the range you’re thinking. 

I just did a test and did the following: 

One report filtered by “In the range of 2/21/22 and 3/1/22”

Another report filtered by “After 8 days ago” 

They appear to have the same data. I was using a user report and using the creation data data as my starting point. 

 

@JessBuchanan An option could be to simply set your schedule as a “weekly” report, and then train your recipients to sort the data in Excel so that the newest records are at the top/bottom of the report.

Did you add the date column to the report so you could proof the data included easily? Seems like what @pmo said, want to be careful with ranges to make them the same.  I often have reports for this type of setup emailed to me as the base and then use another program/setup to filter the data to exactly what I want and set as like a data source for excel which refreshes on open or something similar. 

@Bfarkas  I’m not certain that you were asking me, but yes, I do add the Date Enrolled (sometimes) and Date Completed (always) into my reports. I don’t set a date range anywhere in my filters, etc. The result is an “for all time” report, hence the need to sort the Excel/.csv file after you open it (or use some of the report sorting features to make it a bit no-brainer for whomever is receiving the report.)