Hi guys, I am new to reporting, and am hoping you can help me build this.

I would like to see a report that shows a list of people to call this week based on a field.

IE I have people I need to call:
Weekly
Bi-Weekly
Monthly
Bi-Monthly
Quarterly

I would like to spread a few of each category into each week of a quarter, but have them only show up when I need to is that possible.

I am thinking I put something like this in the field the report references:

W - This person gets called weekly
BW1 - This person gets called bi-weekly in week 1
BW2 - This person gets called bi-wekkly in week 2
1M1- This person gets called monthly - in week 1
1M2 - The Person gets called Monthly - in week 2

etc...

Can this be done?

Yes - you can do it - but it requires heavy F-Scripting.

This is a good brain teaser.

What you need to is figure out how many days today is from the beginning of the month.

today := NSCalendarDate calendarDate.
beginningOfMonth := today dateAsBeginningOfMonth.
days := today daysSinceDate:beginningOfMonth.

days < 8 ifTrue:
[
"If it's less than 8 days into the month, we call up contacts that have W or BW1 in the first extra field"

qual1 := BDQualifier qualifierWhereValueOfKey:'extra1' isEqualTo:'W'.
qual2 := BDQualifier qualifierWhereValueOfKey:'extra1' isEqualTo:'BW1'.

qualifiers := {qual1, qual2}.

orQual := (((BDOrQualifier alloc) initWithQualifierArray:qualifiers) autorelease).

objects := objectContext objectsForEntityNamed:'Contact' matchingQualifierrQual.
]

objects.

You would have 5 strips in the report, each strip would have a table and data for each table would be a Script Filter. The above code would go into the Script filter. Each strip would have slightly different qualifier so as to pull the correct contacts out of the database.


Now - after writing this. I'm getting the feeling that I may not solving your problem.

I need to think about it some more ... but this gives a direction (I have not tested this script - so there could be some mistakes!).

This is a heavy duty report - not for the faint of heart.

The great thing is that it could be done!

Thanks!

I will try this out on the weekend, but scripting is new to me, so anything you come up with (or anyone else who feels like helping) that would be great.

Thanks again

Tony

Ok, I have not had time to try this, but it is clear to me:

1 - I need this report
2 - It's over my head

Does anyone know who has a business that makes these kind of reports and is good to work with... It's worth paying for to me...

I would think that these would make good smart lists, too. That way users can access the calls they need to make without running reports.

For Instance, for a bi-weekly list, you could setup a filterd list for contacts who's last contacted date was +7 days, and whos Extra 1 was BW1

BTW, I use groups for this.

When a new contact comes in, it gets put in a specific group. But using an extra field is a good alernative for this.

Never thought of using groups, it would take a slight bit more time to maintain, but would certainly work... thanks for the idea..

I really hope Daylite gets some native support for this type of thing.. I think alot of us have clients we need to put calls into on some sort of schedule, and we all probably have A, B, C etc clients that need those calls on a different frequency..