I am wondering if somebody has implemented this before. I have a Domino app that captures monthly subscription figures for clients. I would want to do reports which analyse lapses (clients who have not paid their subscriptions for current month) and age analysis (client s who have not paid their subscriptions for the last 2 and 3 months. I am wondering if somebody can help me on how I can approach this problem.
Thanks in advance
Subject: Age analysis for Domino based app
Sure; you can create views that use @Today in their selection formula. Or, you can just have a view that lists all subscribers sorted by the date that they’re paid up until, which would put the ones most in arrears at the top.
Subject: RE: Age analysis for Domino based app
But this is not a single document for a client scenario. It mutiple documents( 1 doc for each subscription paid for each client) showing up in a categorised view.
Subject: RE: Age analysis for Domino based app
It’s not entirely clear to me exactly what you want. I’m not sure why you’re telling me that the documents are in a categorized view. You can have as many views as you need to of the same documents, sorted and grouped in different ways.
If you’re trying to create a categorized view where the categories – not the contents of the categories, but the categories themselves – are sorted based on data that’s in one of the documents in the category, but not all, I’m afraid you’re not going to be able to do that. E.g. you want to sort the customer name categories based on which customer is most in arrears – can’t do it. Unless, of course, you create an agent that scans thru all the subscription documents, finds the most recent paid up date for each customer, and writes that in all that customer’s documents. This would not be difficult to do, but if you have a lot of documents it could affect performance.
This redbook contains a chapter on rich text programming showing how to create reports in a rich text field, in case you can’t find a way to do what you want with a view.