Problem with report template logic

[Patrick_Paul]

I just can’t seem to get the hang of these report templates. I have a report I’d like to generate that spits out a list of trainees with an assessment that’s 80 days since their last one or greater that have an active status, grouped by their state. I’ve done the report for the trainees table, for entire table. Here’s the template, it’s short and sweet:

Trainees with assessments greater than 20 days overdue:

<<Start:orderby(Select(trainees [RandomID], (and([Last Assessment]<NOW()-80, isnotblank([last assessment]),[Current Status]=Active Approved))), [location state])>>

<<[Trainee First Name]>> <<[Trainee Last Name]>> at <<[Location]>>, <<[Location State]>> under  <<[Mentor].[Mentor First Name]>> <<[Mentor].[Mentor Last Name]>>

<<End>>

That last tag is and End, as usual, doesn’t show up in the post.

What I end up with is an email that contains every trainee in the whole company, and all their data columns (basically a “detail view”), one after another?! Stumped again.

[Steve]

This:

Patrick_Paul:

an assessment that’s 80 days since their last one or greater

doesn’t match this:

Patrick_Paul:

[Last Assessment]<NOW()-80

This expression answers the question, “is the Last Assessment earlier/older than 80 days ago?”

Patrick_Paul:

What I end up with is an email that contains every trainee in the whole company, and all their data columns (basically a “detail view”), one after another?!

Please post a screenshot of the report/workflow configuration.

[Patrick_Paul]

The formula for the days old is correct, I also use the same expression in a format rule (which is where I borrowed it from), I am probably not explaining it well, using industry lingo from habit, where the term “assessment” gets thrown around a lot. We want to see records whose last assessment was over 80 days ago might be better, which agrees with your statement.

Is this the screenshot you want?:

[Steve]

That screenshot is helpful. Could I also get a screenshot of the email rule configuration?

[Patrick_Paul]

Now you’re pushing your luck

[Patrick_Paul · Accepted solution]

I just realized I’m a dolt. I have the template under PDF attachment rather than email body. If the email body had been blank, I would’ve figured it out pretty quickly. I suppose if the body is blank, you get… garbage? Anyway, fixed! Thanks!

[Steve]

Nicely done!