Report on Recurring Dates Annually?
I am trying to create a report that shows "Birthdays within the next 7 days" and "Anniversaries This Quarter" and I am hitting a brick wall due to the "year" part of the DOB/Start Date fields. Any sug...
Forum Discussion
You should be able to do this with a report filter.
Filter by the date field and set it 'on or before' some number of 'days'.
Let me see if I can get you a screenshot.
~Rob
Filter by the date field and set it 'on or before' some number of 'days'.
Let me see if I can get you a screenshot.
~Rob
Rob, thanks for the comment. In my case, I am not sure that this would not work, as we are trying to capture the date and month of the DOB and report on it year over year. My initial thought was to have some sort of concatenate date formula by converting the date and month to numeric values and marry those values with the current year, creating a copy of the DOB in the current year and next year.
Also, I have the quarters setup in QB already to follow a calendar schedule, so as long as I can convert the date to the current year, I should be in good shape.
Also, I have the quarters setup in QB already to follow a calendar schedule, so as long as I can convert the date to the current year, I should be in good shape.