• Overview: Generate a report of completed tasks for a client

  • Trigger Location: Daily notes page (DNP)

  • Instructions: https://vimeo.com/743252897/3b51c1833d

  • SmartBlock Generate Client Report <%HIDE%>

    • <%IFVAR:client%> <%SET:client,<%INPUT:For which client?,<%QUERYBUILDER:bEL9YaJTI,{text}%>%>%> <%NOBLOCKOUTPUT%>

    • <%SET:ago,<%INPUT:How many days since today?%>%> <%SET:startDate,<%DATE:<%GET:ago%> days ago%>%> <%SET:endDate,<%DATE:today%>%> <%NOBLOCKOUTPUT%>

    • Report <%TAG:Reports/%><%GET:client%>

    • <%GET:client%>

      • From <%REPLACE:<%REPLACE:startDate,2023,2022%>,2022,2023%> to <%REPLACE:<%REPLACE:endDate,2023,2022%>,2022,2023%>

      • <%CUSTOMCLIENTREPORT%>

  • SmartBlock Report

    • <%SET:client,<%INPUT:For which client?,<%QUERYBUILDER:bEL9YaJTI,{text}%>%>%> <%SET:webpage,Reports/<%GET:client%>/<%DATE:today,MM-dd-yy%>%> <%SMARTBLOCK:Generate Client Report,<%GET:webpage%>%> <%NOBLOCKOUTPUT%>

    • <%DEPLOYSITE%> Outputted new page at <%TAG:<%GET:webpage%>%>.