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Report Prompts - user-selected date range

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Level 2

I'm trying to customize a report where the person pulling the report can select a date range of their choosing. I have been advised to add a prompt to the report build but don't know how to format that to offer a start and end to the report date range. The filters only allow for wildcards "$$TODAY" and "$$NOW" and adding or subtracting from that starting point. But I want this date range to be more open and customizable. 

1 Accepted Solution

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Correct answer by
Level 2

Dear Adrian,

Please follow these steps, if you want to add promts to your report  which looks like this:

Screenshot (77).png

 While editing the report, go to report settings, click "Report Promts".

gunaymusayeva_0-1677072437919.png

Select the date field you want (in my case it is Entry Date) and click Done. Save and close the report to see the promt 🙂 

if you want, you can let the Promt be shown in dashboard, too.

 

I hope it helps you.

 

Regards,

Gunay Musayeva

 

Workfront Consultant at Tisson & Company

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4 Replies

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Correct answer by
Level 2

Dear Adrian,

Please follow these steps, if you want to add promts to your report  which looks like this:

Screenshot (77).png

 While editing the report, go to report settings, click "Report Promts".

gunaymusayeva_0-1677072437919.png

Select the date field you want (in my case it is Entry Date) and click Done. Save and close the report to see the promt 🙂 

if you want, you can let the Promt be shown in dashboard, too.

 

I hope it helps you.

 

Regards,

Gunay Musayeva

 

Workfront Consultant at Tisson & Company

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Level 2

This works to allow for a selected date range although I'm getting all sorts of duplicate rows, I think, because the 'issues' and 'tasks' change status on our Kanban board. If my deductive reasoning is right, I can't find a way to remove duplicates or export the same report as I'm generating in Workfront to my email address. I end up receiving a report full of 1,000's of rows of data and there should only be a few dozen. It's almost as if it's sending a report for all-time with every user that's ever been on the team. 

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Community Advisor

I think what you may be looking for is this:

Screenshot 2023-02-23 at 1.15.23 pm.jpg

 

 

 

 

 

 

 

Follow the advice of gunaymusayeva below to add a prompt to your report.

 

TIP: if this solved your problem, I invite you to consider marking it as a Correct Answer to help others who might also find it of use.

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Level 2

This answer, in combination with gunaymusayeva's answer, is correct. But the exported report is all wrong.