Ability to include System Fields in Formulas for Reports

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Natalie Williams

08 February 2012 14:37

I am sure more will crop up in the future but at the moment it would really help to be able to use the following System Fields in Formulas for Reports:

Record.Status

Record.Type

By using these in a formula column we could then have a single column in the reports for the status of a risk which could include First Premium, Adjusment, Renewal and Cancellation.  it is the Cancellation part that we cannot currently access in the same column.

This request is not restricted to these two fields but this just gives an example.  Having all system fields available would be marvellous !!!!

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  Adam Bishop 08 February 2012 14:52

  Thanks Natalie, I'd really like to see this feature too as it would help with some of my reports.   We'll need to investigate an upgrade to the language interpreter we've built in the report formula area as there are certain things it would need to be able to do before we could add this.   Will keep you posted!

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  Jon Collis 09 February 2012 09:46

  I agree this would be very handy

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  Natalie Williams 11 December 2012 11:44

  Hi Adam

  I have a whole load of new reports to create and was just wondering if there is an ETA on this request ?

  Many thanks

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  Chris 12 December 2012 14:13

  There is no ETA for this one at present, it's not planned for the upcoming release SchemeServe AMBER.

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  Natalie Williams 04 July 2013 16:24

  Is there an ETA yet ?  Please :-)

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  Adam Bishop 05 July 2013 07:26

  Hi Natalie,

  Is it just those two fields you need?  If you could create a bullet-point list of the fields required it would help, though I can't promise anything yet!

  Best wishes,

   

  Adam

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  Natalie Williams 08 July 2013 13:27

  Hi Adam

  This list may cover a couple of feature requests, but I may as well list them in one hit:

  Record.Status

  Record.Type

  Case.InceptionDate

  Excess_1_???

  Excess_2_??? (technically I only personally need _1 but may as well ask for them all)

  Excess_3_???

  And I am not sure of the systemID for the Payment received but having the payment in an inception date report would be very valuable indeed.

  I look forward to hearing from you.

  Natalie

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  Adam Bishop 17 July 2013 10:24

  Thanks for this Natalie, we're now working on this for you.

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  Natalie Williams 27 August 2014 09:43

  Hi Adam

  Was there any progress on this ?

  I have hit a bit of an issue with some reports and this would solve everything.  

  thanks

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  Adam Bishop 27 August 2014 10:53

  Adding all the major system fields to reports is a big project which is ongoing;  this won't happen for a while.

  If you need just a couple of specific fields please raise a ticket and we'll take a look for you.

  Best wishes,

  Adam

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  Natalie Williams 27 August 2014 15:41

  thank you

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  Adam Bishop 27 August 2014 16:37

  Hey!  It's a pleasure!

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