Search for Records with no new entries?
I'm trying to determine the best way to analyze records in a single table and return a list of records that had an entry 07-01-2025 but DON'T have an entry for 08-01-2025. I tried a simple table report that had 2 conditions Rate Date is equal to 07-01-2025 and Rate Date is not equal to 08-01-2025, but that just gave me the list of records that did have an entry on 07-01-2025. I'm trying to see which records from 07-01-2025 do not have a record for 08-01-2025.
One way is to make a summary checkbox field on the Asset to flag if it has any rates for 07-01-2025. Then duplicate that but make it for 08-01-2025.
Then its easy to make a report on the asset table for records with a rate for july but not August.
However, that means someone with admin privileges has to go in and change the summary fields each month or from time to time.
But if you want a solution that can be used by regular users so they don't have to bug you each month, I would set up a table called Rate Filters and enter a single record and then lock down permissions so that no one can add or delete.
Create two fields called [Focus Date 1] and [Focus Date 2].
The single record will be [Record ID#] = 1
Make a relationship back to all Rates with a reference field on the rates table of a formula numeric with a formula of 1.
Look up [Focus DATE 1] and [Focus Date 2] down to Rates.
Then have a checkbox formula field which is true if [Rate Date] = [Focus Date 1] called it say [Asset has Focus Date 1?]
Duplcate for [Asset has Focus Date 2?]
Now make a report of Assets where
[Asset has Focus Date 1?] is checked but
[Asset has Focus Date 2?] is not checked.
Finally, to be nice to the users, use the report link field which came with the relationship and put it on your form and put that report above on the Rate Filters form (show in View mode only) , so that as soon as the user edits and saves the date fields, the report will be sitting right there for them.