Search and Reports Reference Date

Search and Reports, contains a Set Reference Date option, enabling you to set up a date range list outside of an individual search and then select from the available list when creating or updating a search.

This allows you to update the date range for a specific search or searches, without having to update the individual search(es).

Setting Up Reference Dates

To set up your Reference Date list:

1. From the main Search and Reports screen or from within an ad-hoc search, select Maintenance - Set Reference Dates:

   

2. The Set Reference Dates screen displays, existing reference dates display in the list:

   

3. Set up additional reference dates as required:

   Note - Reference dates cannot be in the future.

   • Reference Name - Enter a name for your date.

   • Reference Value - Enter the date required.

4. Select Add to save the new reference date and add further dates.

5. Select OK to save.

Using Reference Dates

To use a Reference Date in a search:

1. From Search and Reports, for a new search select New Ad-hoc Search or for an existing saved search, select the search from Ad-hoc Search & Reporting on the left hand side of your screen.

2. The Search:New Search screen displays.

3. Select or update the details in the usual way.

4. Anywhere you want to select a date/date range to search on, you have the option to select a predefined Reference Date. Tick Reference Dates to see the list available.

5. Select the criteria you want to set as a Reference Date and then select the Reference Date required:

   

6. Save and run the search in the usual way.

When the selected Reference Dates are updated, the new dates are used the next time this search is run.