{"id":21304,"date":"2019-01-17T06:23:28","date_gmt":"2019-01-17T06:23:28","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=21304"},"modified":"2019-02-20T09:27:41","modified_gmt":"2019-02-20T09:27:41","slug":"restriction-on-date-field-for-reports-in-sage-crm-part-2","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2019\/01\/17\/restriction-on-date-field-for-reports-in-sage-crm-part-2\/","title":{"rendered":"Restriction on Date field for reports in Sage CRM Part-2"},"content":{"rendered":"

Reports in Sage CRM<\/a> allows you to filter data in any way you choose. Reporting module can be used to view and measure call turnaround time and understand what is taking longer time to resolve and why. We can create simple summary reports or else we can create graphical reports for Weekly, monthly and quarterly management meetings.<\/p>\n

As you know, while creating report we can add Date field in search criteria. In our previous blog, we have explained how we can restrict user to fetch only one month data using \u201cBetween<\/strong>\u201d option available. Below is the link for the same.<\/p>\n

Related Post<\/strong>:\u00a0<\/em>Restriction on Date field for reports in Sage CRM<\/a><\/p>\n

As explained in above blog link, we are restricting user to fetch only one month data. Therefore the other options available for Date Field search are of no use, so we have to remove them. To do the same follow below steps.<\/p>\n

1.<\/strong> Write the below code in the JavaScript file created under below path:
\nProgram Files (x86)\\Sage\\CRM\\Instance_Name\\WWWRoot\\js\\custom<\/p>\n

Note:<\/em> (In below code, we are assuming that the Date field name is \u201ccase_createddate\u201d)<\/em><\/p>\n

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

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

if(sReportName==”Your Report Name”)
\n{
\n$(“input[type=radio][name=’DateTimeModescase_createddate’][value=’IsEmpty’]”).closest(‘tr’).hide()
\n$(“input[type=radio][name=’DateTimeModescase_createddate’][value=’Relative’]”).closest(‘tr’).hide()
\n$(“input[type=radio][name=’DateTimeModescase_createddate’][value=’Operators’]”).closest(‘tr’).hide()
\n$(“input[type=radio][name=’DateTimeModescase_createddate’][value=’ForAny’]”).closest(‘tr’).hide()
\n}
\n});<\/p>\n

After applying above code, you can see that the options except \u201cBetween<\/strong>\u201d has been removed from the screen. Please refer below screenshot for the same.<\/p>\n

\"\"
\nAbout Us<\/strong><\/span>
\nGreytrix<\/a> a globally recognized Premier Sage Gold Development Partner is a one stop solution provider for Sage ERP and Sage CRM needs. Being recognized and rewarded for multi-man years of experience, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.<\/p>\n

Greytrix<\/a>\u00a0has some unique integration solutions for Sage CRM with Sage ERPs (Sage Enterprise Management (Sage X3<\/a>),\u00a0Sage Intacct<\/a>, Sage 100<\/a>,\u00a0Sage 500<\/a>\u00a0and\u00a0Sage 300<\/a>).We also offer best-in-class\u00a0Sage ERP<\/a> and Sage CRM<\/a> customization and development services\u00a0to\u00a0Business\u00a0Partners,\u00a0End\u00a0Users and Sage PSG worldwide. Greytrix\u00a0helps in\u00a0migrating of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer<\/a>. Our Sage CRM Product Suite includes Greytrix Business Manager<\/a>, Sage CRM Project Manager<\/a>, Sage CRM Resource Planner<\/a>, Sage CRM Contract Manager<\/a>, Sage CRM Event Manager<\/a>, Sage CRM Budget Planner<\/a>, Gmail Integration<\/a>, Sage CRM Mobile Service Signature<\/a> and Sage CRM CTI Framework<\/a>.<\/p>\n

Greytrix is a recognized Sage Rockstar ISV Partner<\/a> for GUMU™ Sage Enterprise Management \u2013 Sage CRM integration also listed on Sage Marketplace<\/a>.<\/p>\n

For more information on our integration solutions, please contact us at\u00a0sage@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"

Reports in Sage CRM allows you to filter data in any way you choose. Reporting module can be used to view and measure call turnaround time and understand what is taking longer time to resolve and why. We can create simple summary reports or else we can create graphical reports for Weekly, monthly and quarterly\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[98,103,105,200,317,332,352,421],"tags":[3742,3743,3741,3740],"class_list":["post-21304","post","type-post","status-publish","format-standard","hentry","category-customization","category-date","category-date-validation","category-javascript-sage-crm","category-report","category-sage-crm","category-script","category-validate-script","tag-date-field-in-reports-search-criteria","tag-hide-date-fields-search-options-other-than-between","tag-restriction-on-date-field","tag-restriction-on-date-field-for-reports-in-sage-crm-part-2"],"yoast_head":"\nRestriction on Date field for reports in Sage CRM Part-2 - 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\/17\/restriction-on-date-field-for-reports-in-sage-crm-part-2\/\" \/>\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 Part-2 - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Reports in Sage CRM allows you to filter data in any way you choose. Reporting module can be used to view and measure call turnaround time and understand what is taking longer time to resolve and why. We can create simple summary reports or else we can create graphical reports for Weekly, monthly and quarterly\u2026 Read More »\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2019\/01\/17\/restriction-on-date-field-for-reports-in-sage-crm-part-2\/\" \/>\n<meta property=\"og:site_name\" content=\"Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"article:published_time\" content=\"2019-01-17T06:23:28+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2019-02-20T09:27:41+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2019\/01\/ReportsDate1.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\/17\/restriction-on-date-field-for-reports-in-sage-crm-part-2\/\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2019\/01\/17\/restriction-on-date-field-for-reports-in-sage-crm-part-2\/\",\"name\":\"Restriction on Date field for reports in Sage CRM Part-2 - 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\/17\/restriction-on-date-field-for-reports-in-sage-crm-part-2\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2019\/01\/17\/restriction-on-date-field-for-reports-in-sage-crm-part-2\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2019\/01\/ReportsDate1.jpg\",\"datePublished\":\"2019-01-17T06:23:28+00:00\",\"dateModified\":\"2019-02-20T09:27:41+00:00\",\"author\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/402abe5da07cd7f9bfeb6acfa41fae39\"},\"breadcrumb\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2019\/01\/17\/restriction-on-date-field-for-reports-in-sage-crm-part-2\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2019\/01\/17\/restriction-on-date-field-for-reports-in-sage-crm-part-2\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2019\/01\/17\/restriction-on-date-field-for-reports-in-sage-crm-part-2\/#primaryimage\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2019\/01\/ReportsDate1.jpg\",\"contentUrl\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2019\/01\/ReportsDate1.jpg\",\"width\":992,\"height\":203},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2019\/01\/17\/restriction-on-date-field-for-reports-in-sage-crm-part-2\/#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 Part-2\"}]},{\"@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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