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Like to generate a report that lists equipment based off of an expiration date

  • 1.  Like to generate a report that lists equipment based off of an expiration date

    Posted 05-03-2017 20:14
    The expiration date is typically based off of annual dates and we need be able to see what equipment is coming due based off of different date ranges ( 7 day advanced, 14 day, 30 day, etc.)


  • 2.  RE: Like to generate a report that lists equipment based off of an expiration date

    Posted 05-03-2017 20:18
    Do you just need to be able to run a report of record within a certain number of days ahead of a fixed date, or is this an Anniversary date question - like the equipment was purchased on July 1 2015 and you need a reminder each year X number of days before each and every July 1st as time marches on.


  • 3.  RE: Like to generate a report that lists equipment based off of an expiration date

    Posted 05-03-2017 20:23
    What we do is keep track of inspections of many clients with many pieces of equipment. Each piece of equipment has a date of inspection and we need to run a report prior to the expiration of the date (typically one year) to allow us to contact and schedule another inspection. 


  • 4.  RE: Like to generate a report that lists equipment based off of an expiration date

    Posted 05-03-2017 21:19
    I suggest that you make a formula date field to calculate the Next Inspection Anniversary Date.  I'm not sure how this might vary between different types of equipment, but for example if it was always a certain number of years from the Inspection Date, then you can have a field to enter that # of years (perhaps defaulting to 1) and then have a formal field

    [Next Inspection date] which is a date formula field of

    AdjustYear([Inspection date],[# year between inspections])


    Then you can make various reports with filters such as

    where 
    [Next Inspection Date] is on or before 30 days in the future