Customer BirthDays

V5 Question
9

Finding birthday needs some custom work as we need to match days and months instead of full dates.

This is my Entity Custom Field configuration.

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Here is my report.

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You’ll notice I have two reports. First part of the report is what you’ll need. You’ll notice customer birthday appears as local date time format.

[Customer BirthDay:1,1]
Name|Date of Birth
{REPORT ENTITY DETAILS:
  E.Name, 
  EC.DOB
:(ET=Customers) 
  && DateTime.Parse(Entity.GetCustomData("DOB")).Day==DateTime.Now.Day
  && DateTime.Parse(Entity.GetCustomData("DOB")).Month==DateTime.Now.Month}

Second part formats birthday value to strip time part and reformat birthday. You’ll need TD function to make that conversion. That function will be available on next refresh (.58). Until next update you can use first format to test your report.

[Customer BirthDay2:1,1]
Name|Date of Birth
{REPORT ENTITY DETAILS:
  E.Name, 
  =TD("[EC.DOB"]);dd-MM-yyyy
:(ET=Customers) 
  && DateTime.Parse(Entity.GetCustomData("DOB")).Day==DateTime.Now.Day
  && DateTime.Parse(Entity.GetCustomData("DOB")).Month==DateTime.Now.Month}

This sample also demonstrates how to use entity custom data in expression parts. I hope you’ll find it useful.

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