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Status Not under consideration
Categories Base Platform
Created by Guest
Created on Aug 8, 2024

Specific date Tag Effective From and Effective To Date

It would increase the accuracy of data reporting if you could select a specific date i.e. 04/02/2024 on the 'Effective From' and 'Effective To' date when using Tags. Currently, you can only select the month and year. i.e. February 2024

Idea priority High
Needed By Yesterday (Let's go already!)
  • Admin
    Stephen Foster
    Reply
    |
    Aug 12, 2024

    Thank you for the idea, however we don't believe this would increase the accuracy of reporting. Tags and associated effective dates apply to 'monthly normalized' data, not account records.

    For background, Envizi receives records that can have intra-month start and end dates, eg. 15-Jan-2024 to 10-Mar-2024. In this example, Jan has 16 days, Feb has 29 days and Mar has 10 days for a total of 55 days of data. Envizi then normalizes this data month by applying the prorata number of days to the records quantity field.


    Month

    Days

    Percentage

    Quantity

    Normalized amount

    Jan

    16

    16 / 55 = 29.1%

    120

    35.0

    Feb

    29

    29 / 55 = 52.7%

    120

    63.3

    Mar

    10

    10 / 55 = 18.2%

    120

    21.8


    If you then need to apply tags to this data, it can only be done in a way that can include or exclude the monthly normalized amount. So applying a tag that is effective Feb and Mar 2024 will exclude the value from Jan of 35.0, and this is appropriate since it has already taken into account the prorated calculation of 16/31 days for Jan.

    On the other hand, if it was possible to apply a tag to the day, eg 20-Jan-2024 to 10-Feb-2024, this logically won't work since we no longer have the information about 'day within the month' after monthly normalization has occurred. In the database, we only store values at the monthly level for reporting.

    If I've misunderstood what you're trying to achieve or can provide a better description of the use case, le me know.

  • Guest
    Reply
    |
    Aug 8, 2024

    This would be really good because you could align the tag dates to the actual activity dates for the account etc.

  • Guest
    Reply
    |
    Aug 8, 2024

    This would really help improve the accuracy of reporting

  • Guest
    Reply
    |
    Aug 8, 2024

    This would be super useful!