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Unifier - Schedule a UDR and limit to prior month activity

edited Jan 16, 2023 3:49PM in Unifier (MOSC) 1 commentAnswered ✓

I have a basic UDR that runs a list of records, sorted by project, and includes the creation date. I would like to schedule this report to run on a monthly basis to include all records that were created in the prior month.

Ex) scheduled to run on the 1st for activity in the prior month or run on the last day for records created in that month.

Included in the UDR query is a selectable date of creation date from/to (using Between). Currently, I can run the report on schedule without dates defined to return all records from the beginning of time. I can also hard-code a date range (or just the from date), but that would require updating that value each month.

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