To set a date to 14 days before the current date in Sugarcrm report wizard?

Anyway to set the datetime field to 14 days before the current date in Sugarcrm report wizard, not in Run-time?

i found this support page, but it didn't mention how to change it
support.sugarcrm.com/.../

SugarCRM Version 14.0.0 (Build 233) (Q2 2024)


Any suggestion would be appreciated.

Parents
  • Hi  ,

    If I understand correctly, you are looking to dynamically report on records where the submission date was over 2 weeks ago. If that is accurate, Sugar does not currently have a way to do this report dynamically in standard reporting. This use case is achievable with Sugar Logic calculations and our Upsert Calculated Fields plugin:

    1. Create a integer field in same module as your date field with the following calculation:
      daysUntil(
          $your_date_field
      )

      This will calculate the number of days to that date relative to the day the record was last saved. Sugar Logic fields only recalculate on record saves, so your report would not be accurate unless you re-saved all your records each day. That is where our plugin comes in to assist.
    2. Upsert Calculated Fields will routinely update all possible Sugar Logic calculations for the records within each configured module each day. Our plugin performs these updates without changing the date modified of the record so you retain accurate analysis of who last made an actual modification. 
    3. Your report filter would then be set up to return any records where the custom integer field is less than -14 (negative numbers indicates the date field is in the past). 

    Please contact us via our site if you would like a demo of the plugin!

    Chris

Reply
  • Hi  ,

    If I understand correctly, you are looking to dynamically report on records where the submission date was over 2 weeks ago. If that is accurate, Sugar does not currently have a way to do this report dynamically in standard reporting. This use case is achievable with Sugar Logic calculations and our Upsert Calculated Fields plugin:

    1. Create a integer field in same module as your date field with the following calculation:
      daysUntil(
          $your_date_field
      )

      This will calculate the number of days to that date relative to the day the record was last saved. Sugar Logic fields only recalculate on record saves, so your report would not be accurate unless you re-saved all your records each day. That is where our plugin comes in to assist.
    2. Upsert Calculated Fields will routinely update all possible Sugar Logic calculations for the records within each configured module each day. Our plugin performs these updates without changing the date modified of the record so you retain accurate analysis of who last made an actual modification. 
    3. Your report filter would then be set up to return any records where the custom integer field is less than -14 (negative numbers indicates the date field is in the past). 

    Please contact us via our site if you would like a demo of the plugin!

    Chris

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