How do I freeze data in a report and just refresh data once a week?

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Every Tuesday, I want to send out a report with all projects that have been modified in the last 7 days (since the last Tuesday).  I want this report to be frozen from Tuesday to the following Monday, and on Tuesday, the report updates to include only the most recently updated projects for the last 7 days.

How do I go about doing this?

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Larisa

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Posted 3 years ago

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Blake Harrison - DataBlender, Champion

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Currently, this isn't an option. Reports automatically refresh when they are accessed by a user so as to provide the most up to date information. What's your reasoning for wanting this data to remain static?
I will post a solution when I get a chance.
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Larisa

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I ended up creating a new formula field, and I tracked the [Date Modified] number of days between Tuesday using DayofWeek().  It felts a little clunky, but it seems to be working. I'd be interested if there was another recommended day to do so.  Here's the code I used for the formula:

var Number daysStatusChanged = (ToDays ( Today() - ToDate([Date Modified]) ) - DayOfWeek(Today()) );

If(
      

      DayOfWeek( Today() ) < 2 and
      $daysStatusChanged <= 12 and $daysStatusChanged >= 5, "Yes",

      DayOfWeek( Today() ) >= 2 and
      $daysStatusChanged <= 5 and $daysStatusChanged >= -2, "Yes",


      "No"
 )
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Larisa

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I need to keep the report static because people may not look at the report on Tuesday, when we meet, but I don't want information past that Tuesday to show up yet because it has not gone through our prioritization process.