Restriction on Date field for reports in Sage CRM

By | January 14, 2019

We all are familiar with Sage CRM’s Reporting tool, which helps to give a clear picture of ongoing work in very efficient manner. Just like many other features of CRM, even Reporting tool has some of its inbuilt features such as various report output options, chart options, sorting or grouping of output data etc. Even a simple Date field when added in search criteria, gives multiple options to filter the data. But have you ever tried to limit the report filtration by applying a specific condition on this Date fields?

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On adding a Date field in Report’s search criteria, Sage CRM provides multiple options like specific date, Between, Relative like Day, Week, Month, Quarter or Year as shown in below screenshot.

However one of our Client came up with a requirement wherein, he needed to restrict the Date values in report’s search criteria for a month or two. Since the Between option was already available, we decided to apply the restriction with the help of some scripting as below.

1. Create JavaScript page in below path:
Program Files (x86)\Sage\CRM\Instance_Name\WWWRoot\js\custom

2. Add the below code in the JavaScript page you were created:

var sReportName=””;

sReportName=new String($(this).text());
if(sReportName==”” || sReportName==”null” || sReportName==”undefined”)sReportName=””;

if(sReportName==”Your Report Name”)
function CheckDates()
var Start_FetchDate=new String($(“#FieldName_start”).val());
if(Start_FetchDate==”” || Start_FetchDate==”null” || Start_FetchDate==”undefined”)Start_FetchDate=””;

var End_FetchDate=new String($(“#FieldName_end”).val());
if(End_FetchDate==”” || End_FetchDate==”null” || End_FetchDate==”undefined”)End_FetchDate=””;

var Start_FetchDate1=Start_FetchDate.split(‘/’);

var End_FetchDate1=End_FetchDate.split(‘/’);

var date1 = new Date(Start_FetchDate1)
var date2 = new Date(End_FetchDate1)
var timeDiff = Math.abs(date2.getTime() – date1.getTime());
var diffDays = Math.ceil(timeDiff / (1000 * 3600 * 24));

alert(“Please select date range of one month.”)

3. Save the code and clear the browser cache files.

In this way you can now easily restrict the date field in Sage CRM as per the requirement like one month or two months etc.

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