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Install Status This Week

Hey folks,

I'm tracking installation status (Not Started, Started, Completed) by week of & I have actual start dates. I'd like to create a summary report that shows the status of the installs throughout the week.

For example, Site# A starts on Wednesday. I want it to show on Monday that it is "Not Started" and once the site is started (by the "Actual Start Date" being filled in), it will flip to "Started". And once the site is completed (By "Installation Completion Date" being filled in), it will flip to "Completed".

What I'm looking for is how to appropriately set the filters on the summary report that will prevent me from having to update it every Monday morning.

Thank you!!!
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    • MCFNeil
    • Registered
    • November 6, 2017
    Do you have a "Scheduled Install Date"?  You will need to have some identifier that make is fall into the 'current week'.  Because your other dates are blank at the beginning of the week.

    Also, you will want to make a formula-text field that evaluates the conditions and returns one of the three options; Not Started, Started, Completed.
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