We want to archive a report that will contain data as it was during the report period.
Our reports use automated dates based on CurrentDate() and that comes from the server so it refreshes on opening the report regardless of having refresh on open deactivated.
How can we lock the date in so we can open the report to use the data for ad hoc historical reporting in the future..
We can not create an ad hoc report in the future because some of the data points in the Database do not have a historically locked version. Example: if an account assigned to SalesArea 1 in January 2015 is assigned to NewSalesArea 5 in April 2015, any queries after April 2015 will show the account under NewSalesArea 5 for current or historical reporting. So, we need to lock in the data as of the report date incase someone asks a question that goes deeper than the .pdf archived reports for January.
Maybe:
1. There a CurrentDate equivalent that pulls the date in from the query so it is locked as long as the report is not refreshed?
2. There a setting that will simply stop even the date from refreshing (no edits at all, even dates) when the archived report is opened BUT, allow the data objects and variables to be used to create a report of that historical data? When I think no edit, I think the objects, report structure etc. are all locked down; we would be able to make a simple table of existing variables and objects.
Thanks,
BG