Add in "Last Week" as report date range option

Posted over 1 year ago by Heidi Seal

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Heidi Seal

Add in "Last Week" as report date range option

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David Brown posted 5 months ago

Hi, any updates on possibility to implement last week option for reports?

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Rochelle Devlin posted 11 months ago

Hi, would like to see this back under consideration, there were several people of the Q&A session the other day that sounded interest in a last/this week default be added. If you tie the default to the 'Week Starts On' setting for the organisation, you will cater to the majority of common use cases with only two more items on the dropdown.

My common uses are the same as mentioned above, Payroll and General weekly progress type reports, for billing and/or project management. 

I get you think the requests could be endless, but I would say you could take one more step and then draw the line. E.g. in my case my payroll is fortnightly, I would never expect to see a fortnightly default but I can drop from 6 clicks to 4 if you add a last week option because I only have to change one date.

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David Brown posted over 1 year ago

Alternatively, if the concern is around too many options in the list, is it a possibility to be able to input custom date filter periods of our own choosing somehow?

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David Brown posted over 1 year ago

Thanks Shannon, agreed and this is how I've been doing it till now. However, as it is something that is done regularly for payroll etc, wondering if possible to add "This Week/Last Week" (based on "Week Starts On" setting) to the list for ease of filtering, along with the other options already there:


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Shannon Levick posted over 1 year ago Admin

Hi Team,


You can already achieve this by using the date pickers on the reports to query against a period of your choosing.


Kind regards,

Shannon

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David Brown posted over 1 year ago

Hi Shannon, agreed with Heidi, my main use that I've been looking for is with payroll, to use "last week" option for the last pay period week in timesheets, reports etc

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Heidi Seal posted over 1 year ago

Hi Shannon

Most common use case would be

- Payroll - timesheets / totals last week

- Billable accrued last week - did we hit/not hit targets

Heidi


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Shannon Levick posted over 1 year ago Admin

Hi Team,


This is something we can do, however can you please clarify whether there is an underlying problem you're trying to solve with this request? If there is one, it would be better to focus on solving that problem.


The issue with a request like this is that it never ends - a last week option naturally means a next week option should be added too. Then we get requests to duplicate these options factoring in the week start day setting. Then we get duplicate requests again for +- 7 days rather than calendar week, then business weeks etc. Repeat ad infinitum for each of the periods. Then because the dropdown contains too many options, we get requests to remove options.


Kind regards,

Shannon

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David Brown posted over 1 year ago

I'm also hanging out for this one for a while now please!

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Heidi Seal posted over 1 year ago

Any update on the possibility of this one?

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