Using Relative Dates (IN Operator) in Criteria of Servicing Director Reports and Letters

Using Relative Dates (IN Operator) in Criteria of Servicing Director Reports and Letters

In Servicing Director, you can use relative dates when you schedule a recurring report or letter that uses the report writer and includes date criteria on the New or Edit Filter screens. Relative dates save time because you do not have to adjust the absolute date of a daily, weekly, monthly, or annual report each time you want to run that document. Relative dates in report writer are relative to the system date on the computer where the report or letter is run; this date may differ from your transaction posting date.


 

Today is June 1, 2013 and you want a report that shows the 2013 history for a loan. On the New Filter screen, you can create a filter that uses a relative date for the report:

Field   : TransactionDate
Operators : IN 
Value  : YearToDate
 
If you did not use a relative date, your filter would require two statements and would only be useful on June 1. On June 2, you would have to edit the transaction date value in the second statement.

TransactionDate > 12/31/12
TransactionDate <= 06/01/13

 

Note:

You cannot use relative dates for imports, exports, or documents that use the Mail Merge feature in Microsoft Word.

 

To use a relative date in Event Manager: 

  1. Open Event Manager. The Event Manager screen appears.
  2. In the Available Events list, expand a category, and then expand a group that contains a report or letter that uses the report writer.
  3. Select the report or letter, and then drag it to the Scheduled Instances list.
  4. Select the report or letter from the Scheduled Instances list, and then click Criteria. The Instance Criteria screen appears.
  5. Click New. The New Filter screen appears.
  6. Select the filter criteria for a date from the Fields drop-down list.
  7. Select In from the Operators drop-down list.
  8. Select a relative date from the Value drop-down list, and then click OK. The Instance Criteria screen reappears.
  9. Click Send. The Print screen appears.
  10. Select the name of the printer you want to send your statements to, and then click OK. A confirmation message appears.
  11. Click OK. The Instance Criteria screen reappears.
     

 

 

ArticleNumber:

000047282