How to modify a report to not include deactivated data

	Gyrus Knowledge Base
Article Number:		04002138
Article Title:		How to modify a report to not include deactivated data

This article applies to the following products:

Training Wizard 2001 3.0.23

Summary:

Training Wizard 2001 includes the new deactivation feature that can be used to archive unused courses, instructors, locations and students. Many of the standard reports shipped with Training Wizard were modified to properly determine whether or not deactivated should be displayed within the report or not. You can modify your own reports in this same fashion so that they will also properly ignore deactivated data.

Details:

There are several things that must be considered in order to modify your RPT file to properly handle deactivated data.

The report must deal with one or more of these four types of data:

Courses
Instructors
Locations
Students

For each of the above four types of data in your report, you must decide whether or not deactivated records of that type of data should NEVER be displayed in the report, or if the current options for the Training Wizard user running the report should be used to decide whether deactivated records are displayed or not.

If you want the report to NEVER display deactivated data, you must modify the report's Record Selection Formula. All records that are deactivated will have a non-NULL value in a column named DeactivationDate. So, in order to always exclude deactivated data from your report, you would need to add logic similar to this to your Record Selection Formula (note that if your Record Selection Formula already has other logic in it, you will need to combine the existing logic with this logic by using the Boolean Operator "And"):

To exclude deactivated courses use IsNull({Course.DeactivationDate})
To exclude deactivated instructors use IsNull({Person.DeactivationDate})
To exclude deactivated locations use IsNull({Location.DeactivationDate})
To exclude deactivated students use IsNull({Person.DeactivationDate})

If you want the report to include deactivated data based on the user options of the Training Wizard user that is running the report, then you will also need to modify your Record Selection Formula, but in a slightly different manner (note that if your Record Selection Formula already has other logic in it, you will need to combine the existing logic with this logic by using the Boolean Operator "And"):

To handle deactivated courses use {Course.DeactivationDate} = {@CourseDeactivation}
To handle deactivated instructors use {Person.DeactivationDate} = {@InstructorDeactivation}
To handle deactivated locations use {Location.DeactivationDate} = {@LocationDeactivation}
To handle deactivated students use {Person.DeactivationDate} = {@InstructorDeactivation}

04002102 - NEW: Deactivation
04002143 - Summary Of Changes In Training Wizard 2001 3.0.23

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