09-08-2022 07:54 AM - edited 09-08-2022 07:58 AM
Good morning! I'm trying to build a scheduled report for install jobs with APPOINTMENTS scheduled tomorrow. If I filter by JOB START DATE it excludes jobs that we are not on the first appointment. If I filter by JOBS WITH APPOINTMENT DATE it is giving me jobs we've started but not completed, even if they don't have an appointment tomorrow. I can't filter by "Next" or "Upcoming" appointment on a scheduled report because I have to put a specific date into the filter. I want to see every job with an appointment tomorrow. Anyone have any ideas?
Solved! Go to Solution.
09-08-2022 10:17 AM
Apparently ST-62 is going to fix this issue for me!
Added Jobs with Next Appt Start Date filter option to Jobs dataset: You can now filter any reports using the Jobs dataset for Jobs with Next Appt Start Date. This helps streamline the usage of any emergency outages reports that need to be filtered by jobs with a specific next appointment start date. For more on this feature, see Jobs report template.
09-20-2022 09:47 AM - edited 09-20-2022 09:54 AM
If you have any issues, there is a support ticket started on this as well. I can share your information back to them. Hope this helps.
09-20-2022 09:39 AM - edited 09-20-2022 09:40 AM
I just got a notification that the new filter “Jobs with Next Appt Start Date” is built and it is available in your NEXT account. It will go live in the Eclipse release - but if you wanted to test this filter in your NEXT account.
09-08-2022 10:17 AM
Apparently ST-62 is going to fix this issue for me!
Added Jobs with Next Appt Start Date filter option to Jobs dataset: You can now filter any reports using the Jobs dataset for Jobs with Next Appt Start Date. This helps streamline the usage of any emergency outages reports that need to be filtered by jobs with a specific next appointment start date. For more on this feature, see Jobs report template.
09-08-2022 08:34 AM
Or what about the Upcoming Jobs report? Have you looked at that?
09-08-2022 08:28 AM
How far in advance are you looking to have on the report?
09-08-2022 08:26 AM
Maybe try looking at that EODR -- you can filter it by "job started," "job creation," and "jobs with appt date."
09-08-2022 08:24 AM
Are you running this report from the Emergency Outage Dispatch Report?
09-08-2022 08:24 AM
I built a new report on the jobs dataset.
09-08-2022 08:26 AM
I just tried it from the Emergency Outage Dispatch Report and it is not giving me what I need.