Signature Template Group Filter Date

This template allows you to create a table-based report with information that can be sorted and grouped by any two fields, as well as filtered based on the first grouping field and any date fields from the data source. You can add fields from the data source as columns on the report; if you add a field with numeric values, subtotal and report totals are included on the report.

When you create a report based on this template, you can edit the following parameters in Report Manager:

• You can use any field from your data source to group and sort the values on the report (Group By and Group By 2).
• You can select fields for filtering based on the first Group By value (Starting Group and Ending Group).
• You can select to show the date values that you are using as filters on the report (Show Date On Report).
• You can select the date field you wish to use for filtering the report (Date Column), then select the date filter values (Starting Date and Ending Date).

Example: You may decide to use this template to create a Change Order Report. Additional fields such as Change Order Estimated Cost are added as columns when editing the report template in Report Builder. In Report Manager, values are grouped first by Project Number or Change Order Status Name. Values are grouped next by Job Number or Change Order Status Name. Values are filtered based on Project Number or Change Order Status Name, as this is the first Group By field. Values are also filtered based on the Posting Date or Last Modified Date.