Uchenna,
You could create a formula checkbox field that is checked for the records that should be displayed and not for those that shouldn't. You would use this field as the filter in your report.
The formula would look something like the one below
This field says, if we are in the month of July, and the month of the date field is July and it's year is the current year then show it.
if it is January, and the date field shows December, and the Year in the date field is the previous year, then show it as well.
On any other month, if the month of the date field is one less than the current month, and the year is the same as the current year then show it.
If none of those conditions are met, then don't show it.
I haven't totally tested it, but you can give it a try and see if it works.
Show Record in Report FormulaIf ( Month(Today())=7 and Month([Date])=7 and Year([Date])=Year(Today()),true ,Month(Today())=1 and Month([Date])=12 and Year([Date])=Year(Today())-1,true ,Month(Today())-1 = Month([Date]),true ,false )
