How to Group Report Records based on TODAY or NOW function

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10-05-2022 05:12 AM
I want to build a report which groups records into the following 3 categories:
1) Tasks which are past their Due Date. (Red)
2) Tasks which are within 2 Days of their Due Date. (Yellow)
3) Tasks for which the due date is >= 2 days in the future. (Green)
What is the best way to achieve this functionality on a single report? (I'm new to report writing.)
We noticed that it's easy to FILTER a report based on "Today" / "Now"...
But we are having trouble Grouping records based on a concept of "Today" or "Now".
We tried using the "Configure function field" concept, but it doesn't seem to have an "Operation" or "Field" for "Today" / "Now".
Thanks!!

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10-05-2022 05:50 AM - edited 10-05-2022 05:51 AM
Hey Geoff,
This sounds like you would want to use datasets so you can have multiple datasets in a single report. It's a cool little feature that sometimes isn't obvious to see
I won't do your full report, but when you save a report, you can then add a dataset onto it. You can either have it as a drilldown(where you can show another report when someone clicks into data on your primary report) or in this case, have multiple sets at once, in a single report view.
The relative option in condition builder is useful as you can select specific date fields on a table and appropriate time to them, like 2 days ago or 3 days from now etc.
Community forum not working fully since the upgrade, but if you search our Product Documentation site there is good information on datasets in reports.

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10-10-2022 05:02 PM
Thanks @Dan O Connor
I'm not sure I followed all of that, but I will try and learn more about Data Sets...
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10-10-2022 08:56 PM - edited 10-10-2022 09:03 PM
Hi,
Here is how to do it.
A feature I use often in dashboard reports.
Report ranges could also be a feature you could have a look at.
- Jan