Business Day option not available in Report Definition Date Filter
We have requirement for a scheduled report and manual report to generate resolved cases for business days only for previous day.
We used "Yesterday" from the Date Filter but when business is running the report on Monday its giving cases for Sunday as the date filter is based on Calendar days only.
We need a solution to allow business calendar for selection for Report Definition so that business users can see results from previous day when they run the report on Monday
***Moderator Edit-Vidyaranjan: Updated FDBK ID***
Pegasystems Inc.
US
This sounds like it is likely an enhancement, but will need a product owner or SME to confirm.
If this were to be implemented, are you proposing that "yesterday" somehow knows to key off of the business calendar? Or what terminology would be used here to indicate to the user that this is the last business day and not calendar day?
CIBC
CA
Yes I believe its an enhancement request. When we click on the Select button beside the date filter it opens the window but there is option to choose Calendar days only. I think the enhancement should add a checkbox to use Business Days if needed or give option to select from Business Calendar.
It depends on what user needs. On some report they might ask for calendar days and in some report they might ask for Business days but the system should give the option to choose from business days as we are stuck right now and there is no option.
Pegasystems Inc.
US
This is a very difficult function to provide, as it not only needs to account for weekdays, but also for holidays, which of course vary by locale.
I think the only way to do this presently is to write a function alias, and even then it will take some manual upkeep.
For example:
In a previous capacity I worked with financial software, and had to account for both weekends and Wall Street observed holidays. We did so by manually maintaining a table containing the holiday dates. This, combined with knowledge of which dates were weekend days, provided enough information for our software to determine whether a given date was a business day.
I think that is the approach you will need to take. Star with a SQL function that will return whether or not a given date is a business day, and build what you need on top of that.
CIBC
CA
Thanks for your Response. But Pega can provide the option to choose the calendar name (Default calendar if nothing else is there) in the report definition when we click on Select for Date filter and Yesterday or Last week should work based on that. If I want to show Last week results and run the report on Tuesday ideally it should give us results from Last week Monday to Friday and not Last Tuesday to Monday.
So the selection of calendar days vs other calendar should be at developer's discretion based on business requirement and it can vary from report to report.
Pegasystems Inc.
IN
Hi @SAHAK002
A feedback request has been created on your behalf in our internal portal. The feedback ID is tagged to the issue description above (under Related Support Case Number). Use this FDBK ID as reference to connect with your Pega Account Executive to track the progress of this request.
Thanks!