Forum Discussion

billrumburg's avatar
billrumburg
Qrew Member
8 years ago

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

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.)

3 Replies

  • 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.
  • 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. 
  • 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