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Set default for Report Designer as Last Period

  • Aug 1, 2024 6:38 PM UTC
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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. 

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Martin Gaxiola

    3 replies

    nhatnghetinh
    Captain II
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    Hi @martingaxiola 

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

     

    Best Regards,

    NNT

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    I have devoted a great deal of my time and passion to Acumatica ! 🌐https://www.linkedin.com/in/phambaotruong
    martingaxiola
    Varsity I
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    • martingaxiola
    • Author
    • Varsity I
    • Answer
    • Aug 2, 2024 5:03 AM UTC

    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. 

    Translate
    Martin Gaxiola
      Chris Hackett
      Community Manager
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      • Chris Hackett
      • Acumatica Community Manager
      • Aug 2, 2024 5:32 AM UTC

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

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