{"id":21289,"date":"2019-01-14T12:32:20","date_gmt":"2019-01-14T12:32:20","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=21289"},"modified":"2019-12-10T09:28:55","modified_gmt":"2019-12-10T09:28:55","slug":"restriction-on-date-field-for-reports-in-sage-crm","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2019\/01\/14\/restriction-on-date-field-for-reports-in-sage-crm\/","title":{"rendered":"Restriction on Date field for reports in Sage CRM"},"content":{"rendered":"

We all are familiar with Sage CRM<\/a>\u2019s 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?<\/p>\n

New Stuff:\u00a0Migrate Contact from Salesforce as Person in Sage CRM<\/a><\/strong><\/em><\/p>\n

On adding a Date field in Report\u2019s search criteria, Sage CRM<\/a> provides multiple options like specific date, Between, Relative like Day, Week, Month, Quarter or Year as shown in below screenshot.<\/p>\n

\"\"<\/p>\n

However one of our Client came up with a requirement wherein, he needed to restrict the Date values in report\u2019s search criteria for a month or two. Since the Between<\/strong> option was already available, we decided to apply the restriction with the help of some scripting as below.<\/p>\n

1.<\/strong> Create JavaScript page in below path:
Program Files (x86)\\Sage\\CRM\\Instance_Name\\WWWRoot\\js\\custom<\/p>\n

2.<\/strong> Add the below code in the JavaScript page you were created:<\/p>\n

crm.ready(function()
{
var sReportName=””;
$(“a.TOPBC”).each(function(){<\/p>\n

sReportName=new String($(this).text());
if(sReportName==”” || sReportName==”null” || sReportName==”undefined”)sReportName=””;
})<\/p>\n

if(sReportName==”Your Report Name”)
{
$(‘a#Button_Go’).attr(“onclick”,”javascript:CheckDates();”);
}
});
function CheckDates()
{
var Start_FetchDate=new String($(“#FieldName_start”).val());
if(Start_FetchDate==”” || Start_FetchDate==”null” || Start_FetchDate==”undefined”)Start_FetchDate=””;<\/p>\n

var End_FetchDate=new String($(“#FieldName_end”).val());
if(End_FetchDate==”” || End_FetchDate==”null” || End_FetchDate==”undefined”)End_FetchDate=””;<\/p>\n

var Start_FetchDate1=Start_FetchDate.split(‘\/’);
Start_FetchDate1=Start_FetchDate1[1]+”\/”+Start_FetchDate1[0]+”\/”+Start_FetchDate1[2];<\/p>\n

var End_FetchDate1=End_FetchDate.split(‘\/’);
End_FetchDate1=End_FetchDate1[1]+”\/”+End_FetchDate1[0]+”\/”+End_FetchDate1[2];<\/p>\n

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));<\/p>\n

if(diffDays>31)
alert(“Please select date range of one month.”)
else
$(‘a#Button_Go_IMG’).click();
}<\/p>\n

3.<\/strong> Save the code and clear the browser cache files.<\/p>\n

In this way you can now easily restrict the date field in Sage CRM<\/a> as per the requirement like one month or two months etc.<\/p>\n

\"\"<\/p>\n\n\n

About Us<\/strong><\/span><\/p>\n\n\n\n

Greytrix \u2013 a globally recognized and one of the oldest Sage Development Partners is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience and expertise, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third-party add-on development, and implementation competence.<\/p>\n\n\n\n

Greytrix\u00a0has some unique integration solutions developed for Sage CRM with Sage ERPs namely\u00a0Sage X3,\u00a0Sage Intacct,\u00a0Sage 100,\u00a0Sage 500,\u00a0and\u00a0Sage 300. We also offer best-in-class\u00a0Sage ERP\u00a0and\u00a0Sage CRM\u00a0customization and development services\u00a0to\u00a0Business\u00a0Partners,\u00a0End\u00a0Users, and Sage PSG worldwide. Greytrix\u00a0helps in\u00a0the migration of Sage CRM from\u00a0Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes\u00a0add-ons like\u00a0 Greytrix Business Manager,\u00a0Sage CRM Project Manager,\u00a0Sage CRM Resource Planner,\u00a0Sage CRM Contract Manager,\u00a0Sage CRM Event Manager,\u00a0Sage CRM Budget Planner,\u00a0Gmail Integration,\u00a0Sage CRM Mobile Service Signature,\u00a0Sage CRM CTI Framework.<\/gwmw><\/gwmw><\/gwmw><\/gwmw><\/gwmw><\/p>\n\n\n\n

Greytrix is a recognized\u00a0Sage Champion Partner\u00a0for GUMU™ Sage X3 \u2013 Sage CRM integration listed on\u00a0Sage Marketplace and Sage CRM \u2013 Sage Intacct integration listed on Sage Intacct Marketplace. The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for the processing and execution of application programs at the click of a button.<\/gwmw><\/gwmw><\/gwmw><\/gwmw><\/gwmw><\/p>\n\n\n\n

For more information on our integration solutions, please contact us at sage@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"

We all are familiar with Sage CRM\u2019s 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\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[103,105,317,321,332,335],"tags":[3739,3738,3735,3737,3736],"class_list":["post-21289","post","type-post","status-publish","format-standard","hentry","category-date","category-date-validation","category-report","category-restriction","category-sage-crm","category-sage-crm-2018-crm72","tag-fetch-report-only-for-one-month","tag-one-month-data-in-reports","tag-restriction-on-date-field-for-reports-in-sage-crm","tag-restriction-on-date-field-in-reports","tag-sage-crm-date-field"],"yoast_head":"\nRestriction on Date field for reports in Sage CRM - Sage CRM \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2019\/01\/14\/restriction-on-date-field-for-reports-in-sage-crm\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Restriction on Date field for reports in Sage CRM - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"We all are familiar with Sage CRM\u2019s 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\u2026 Read More »\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2019\/01\/14\/restriction-on-date-field-for-reports-in-sage-crm\/\" \/>\n<meta property=\"og:site_name\" content=\"Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"article:published_time\" content=\"2019-01-14T12:32:20+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2019-12-10T09:28:55+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2019\/01\/img1.jpg\" \/>\n<meta name=\"author\" content=\"Greytrix\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Greytrix\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2019\/01\/14\/restriction-on-date-field-for-reports-in-sage-crm\/\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2019\/01\/14\/restriction-on-date-field-for-reports-in-sage-crm\/\",\"name\":\"Restriction on Date field for reports in Sage CRM - Sage CRM \u2013 Tips, Tricks and Components\",\"isPartOf\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2019\/01\/14\/restriction-on-date-field-for-reports-in-sage-crm\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2019\/01\/14\/restriction-on-date-field-for-reports-in-sage-crm\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2019\/01\/img1.jpg\",\"datePublished\":\"2019-01-14T12:32:20+00:00\",\"dateModified\":\"2019-12-10T09:28:55+00:00\",\"author\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/402abe5da07cd7f9bfeb6acfa41fae39\"},\"breadcrumb\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2019\/01\/14\/restriction-on-date-field-for-reports-in-sage-crm\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2019\/01\/14\/restriction-on-date-field-for-reports-in-sage-crm\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2019\/01\/14\/restriction-on-date-field-for-reports-in-sage-crm\/#primaryimage\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2019\/01\/img1.jpg\",\"contentUrl\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2019\/01\/img1.jpg\",\"width\":961,\"height\":199},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2019\/01\/14\/restriction-on-date-field-for-reports-in-sage-crm\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Restriction on Date field for reports in Sage CRM\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/\",\"name\":\"Sage CRM \u2013 Tips, Tricks and Components\",\"description\":\"Explore the possibilities with Sage CRM insights through our comprehensive blogs. 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