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I needed to know how to use a filter to select the previous month

  • 1.  I needed to know how to use a filter to select the previous month

    Posted 02-22-2018 16:05
    I need to generate a report on the 10th of every month with the data of the previous month. Can some one guide me? 


  • 2.  RE: I needed to know how to use a filter to select the previous month

    Posted 02-22-2018 16:11
    There are multiple ways depending on the context and one of them is using the formula (AdjustMonth[some date field],-1)

    Hope that helps.


  • 3.  RE: I needed to know how to use a filter to select the previous month

    Posted 02-22-2018 16:13
    Are you emailing the report out or manually running it on the 10th? As for the filter, you select the date field and then "is during" "the previous" 1 month. If you're running and sending it via report subscription, it gives you the option to run it monthly on a specific day.


  • 4.  RE: I needed to know how to use a filter to select the previous month

    Silver
    Contributor
    Posted 02-22-2018 16:21
    Well explained! Gil. :)


  • 5.  RE: I needed to know how to use a filter to select the previous month

    Posted 02-22-2018 16:24
    This was very helpful! Thank you. Can you please tell me how do I automate it to send out the reports on the 10th of every month? I do not want to manually do it.


  • 6.  RE: I needed to know how to use a filter to select the previous month

    Posted 02-22-2018 16:26


  • 7.  RE: I needed to know how to use a filter to select the previous month

    Posted 02-22-2018 16:36
    Thank you so much Sir! Helped me a lot!


  • 8.  RE: I needed to know how to use a filter to select the previous month

    Posted 02-22-2018 16:14
    Thank you! Also, once I adjust the date to the previous month, how do set the date to the 1st of that month?


  • 9.  RE: I needed to know how to use a filter to select the previous month

    Posted 02-22-2018 16:18
    Once you select those options in the filter, take a look to the right. It will show you the dates. When you select previous month, it always starts from the 1st until the last day of the month.


  • 10.  RE: I needed to know how to use a filter to select the previous month

    Silver
    Contributor
    Posted 02-22-2018 16:29
    Hi Gauri,

    You don't have to set up the date anywhere. What you can do to achieve your task is just follow the steps which Gil has explained above. Just wanted to add one more step if you want to receive this report as a PDF you can also do that by clicking the options report format as PDF at the bottom of the subscription report.

    Please let me know if you need any further information.

    Thanks,

    Gaurav


  • 11.  RE: I needed to know how to use a filter to select the previous month

    Posted 02-22-2018 16:38
    Thank you Sir! Having this option of a PDF adds more value to my report!