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Status Planned for future release
Workspace IBM Envizi - ESG Suite
Categories Base Platform
Created by Guest
Created on Nov 20, 2024

RELATED IDEAS

Add option to exclude Closed locations when pulling report templates

See this idea on ideas.ibm.com

I'd like the option to exclude Closed locations from report templates. We track our closed locations in Envizi and do not delete once they are closed to have access to historical data. When i run a Report such as the Account Setup and Data Load report for all locations, these locations are always included. I do not want to create a Group to exlude these locations as I don't want to always have to update it when our portfolio changes. I just want to exclude locations we have marked as Closed. We have 45 closed locations, so Filter By #3 is not helpful. 

Idea priority Low
Needed By Not sure -- Just thought it was cool
  • Post comment
  • Admin
    Mark Farrugia
    Reply
    |     Feb 19, 2025

    This item has been added to the product roadmap for review across Q2 2025

  • Admin
    Mark Farrugia
    Reply
    |     Jan 21, 2025

    Hi Sara,


    Thanks for clarifying.


    I'll flag this for future consideration to feed into enhancements of these template reports in future.

  • Guest
    Reply
    |     Jan 16, 2025

    Hi Mark,


    I'd like to exclude closed/inactive locations from populating in the reports when i run them. The Filter by #1 doesn't seem to solve the issue as it may exclude new accounts without records that we would like to add records into.

  • Admin
    Mark Farrugia
    Reply
    |     Jan 13, 2025

    Hi Sara,

    Thanks for your suggestion.

    To clarify my understanding, you are trying to run the report template to include locations/accounts that are active so you can either update the records that are there, or use them as context to create new records for upload. Is this correct?

    If this is the case, you can use the existing filters that are there and ensure that you select,

    • Filter by #1 = 'Export selected locations with existing records only'

    • Filter by #3 = 'Start period and end period'

    • Starting with

    • Ending with

    Assuming your data is up to date for instance as of October last year, you could run the report to show you all locations/accounts that have data in the period of October. It will naturally exclude any Accounts that are closed prior to this as they will not have any data present.

    Please confirm if this satisfies your requirement.

    Mark

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