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Set default for Report Designer as Last Period

  • August 1, 2024
  • 3 replies
  • 130 views
martingaxiola
Varsity I
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Good day team,

I am trying to set the last period as default on a report designer report (in this case 07-2024) instead of current Period (08-2024), but i am having issues finding how to do it.

The report designer has the From Period Value in the Parameters Tab of the Schema Builder the following formula: =Report.GetDefExt('OrganizationBranchReportParameters.FinPeriodID')

I tried several things, but still no luck. Has somebody find a solution for this?

I appreciate any help in this. 

Best answer by martingaxiola

Hola @nhatnghetinh , the last period would be 07-2024, I found it with this formula:

=IIF(Month(Today())-1<10,'0'+(Month(Today())-1),Month(Today())-1)+ Year( Today() )

this was the solution to the issue. 

Martin Gaxiola
patrickcolgan94

3 replies

nhatnghetinh
Captain II
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  • nhatnghetinh
  • Captain II
  • August 2, 2024

Hi @martingaxiola 

Let me ask. The current period is 08-2024. What is your last period?

 

Best Regards,

NNT

I have devoted my time and deep passion to Acumatica! 🌐 https://www.linkedin.com/in/phambaotruong
martingaxiola
Varsity I
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  • martingaxiola
  • Author
  • Varsity I
  • Answer
  • August 2, 2024

Hola @nhatnghetinh , the last period would be 07-2024, I found it with this formula:

=IIF(Month(Today())-1<10,'0'+(Month(Today())-1),Month(Today())-1)+ Year( Today() )

this was the solution to the issue. 

Martin Gaxiola
martingaxiola
Chris Hackett
nhatnghetinh
Chris Hackett
Community Manager
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  • Chris Hackett
  • Acumatica Community Manager
  • August 2, 2024

Thank you for sharing your solution with the community @martingaxiola!

Chris ~ Let us know how we're doing: https://forms.office.com/r/xmJUdZ1QE5 - A member helped you, please *Like* their post. A member provided an answer to your question, please mark it as *Best Answer*.
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