Full Search and Reports: Filter dates "on or before today"

Current: SKY allows for the use of relative date searches but only in conjunction with an absolute date. For example: you can search scheduled payments "this month" but it is based on the absolute of today's date. Or you can search "on or before" using a select fixed date.

Problem: We recently tried to create a scheduled report that would go out automatically and would list payments with scheduled dates "on or before" "this month", giving a comprehensive review of payments that are due but have not yet gone out. It seemed like a simple thing to create, especially with Grantmaking's built-in dropdown list, but we were unable to create this, either in basic or advanced searching. After inquiring, we were told that such nesting of relative terms is not possible at this time.

Idea: Normally, searches with just one relative date are all we need when working in the system. However, especially for scheduled report purposes, greater flexibility with building searches (e.g. "nesting" relative-date terms) would be very helpful.

  • Geoff Parkinson
  • Jul 16 2021
  • Reviewed: Voting Open
  • Attach files
  • Wendy Rohrbach commented
    July 29, 2021 18:34

    This would be helpful. I would like relative date features, like in the next 2 weeks or the last 90 days. We do have lots of reports and while next week, next month, this year are all very helpful, I need a report for something that is in 2 weeks.

  • Justin Finighan commented
    July 20, 2021 22:13

    Geoff, if you reach out to me I think I can help you with the Advanced Search you need. It is possible to have a saved search that always returns, for example, Requests with Request Date from the previous month. Searching today will give you all Requests received in June.
    Cheers

    Justin

    justin@finrea.com.au