Text Mode Reporting for Two Fields

[thonewton]

I have attached screenshots from a report I have modified.

I am wanting to check that two dates match on these Issues, namely the Planned Completion Date and a date in one of our Custom Fields 'Flutter Creative - Due Date'. 

This needs to match for Issues in either 'New' or 'In Progress'.

Is someone able to help me with the Text Mode for this as the Standard Mode looks exactly as I need but the Report is unable to pull any results. 

Thanks so much in advance. 

[NicholeVargas]

When comparing two fields in a filter, the system doesn't add in the DE: before the custom field name (for whatever reason). If you adjust your text mode to include that, it should work! 

plannedCompletionDate=FIELD:DE:Flutter Creative - Due Date

plannedCompletionDate_Mod=ne

[thonewton]

Hi Nichole 

Thanks for this! I have added the text mode and the report has run but it now doesn't seem to be filtering on those parameters. Switching back to standard I have this...

Any ideas? Thanks again! 

[NicholeVargas]

@thonewton That's how it looks on my end as well, but the report results work as expected (see example below). I am seeing issues where the Planned Completion Date is not equal to Date Requested, which is the custom field in my instance.

Whenever you are using text mode filters, I always recommend using the standard builder to start and then using text mode as the last step. 

If the report is not pulling in correct results, that would be something I'd recommend submitting a case into Customer Support for, as they can help troubleshoot. It seems to be working for me, so I'm not sure what you mean by "it's not filtering on those parameters."

   

[steveb25]

This is great.

I'm trying to do something similar except filtering to a date that's "greater than" another, which I got to work using your example. Do you know if there's a way to add "greater than" the other date + 5 days?

So in your example, the planned start start greater than date requested +5 days

[NicholeVargas]

@steveb25 There isn't a way to add days when comparing fields, however, what you can do is create a new calculated custom field and add in the calculation for date requested + 5 days and then use that new field in your comparison. 

Your calculated custom field would look something like this:

ADDDAYS({DE:Date Requested},5)

**This is based on you having a custom field called "Date Requested" 

[Rafal_Bainie]

I just wanted to say this is the best thing I learned in long time about Workfront.

I had no idea setting up filters in this way is possible

Thanks!