New Include History control on WHEN tab of Requirement Reports
You might notice a change on the WHEN tab of Requirements Reports. We added a new Include History option to let you control if you want to include history through the end date of the report or up to the end date of the report in the due date calculation process.
The End Date of a requirement report is used in determining if a requirement is met or if it is an exception. For example, if the due date of the requirement is less than the end date of the report, the requirement is considered an exception. On the other hand, if the due date of the requirement is greater than or equal to the end date of the report, the requirement is not considered an exception.
In the past, all requirements reports included history through the end date of the report in the due date calculation. When we added the custom date periods like To End of this Month and To Start of Next month, we made the To Start of… periods work a little differently. When a report was run using a To Start of period, then only the history completed up to, but not including the To Start of date was included in the due date calculation.
This enabled you to run exception reports using the To Start of this Month period and see which students were truly exception as of midnight on the first day of this month. Therefore, if a student completed a course which was due on the last day of the previous month at 11:59pm on the last day of the previous month, that course would not appear as an exception. On the other hand, if the student started the course before midnight but completed the course at 12:01 AM the next day, then that student would appear as an exception.
The only way to have the ability to only include history up to the end date, but not including the end date, of the report was to use one of the To Start of… date periods. In order to support some custom reporting needs, we added the Include History option of the WHEN tab to allow you to control whether or not to include history through the end date or to the end date.
Don’t worry. If you don’t see an application for this feature, you don’t have to use it. We have made it default to the way reports have always worked. Current date, Custom hard-coded dates and all the To End of date periods will default to Include History Through End Date. Only the To Start of Date periods default to Include History To End Date.
This change won’t impact your report favorites either. They will continue working as they always did.