Need creative idea for report link 'dynamic' filtering

Question

I usually 'dynamically' filter my report links by getting creative with formula fields in both the record, and the source table, and matching them up.

I'm stuck on one that perhaps isn't possible, but there seems to always be a way in QB.

My source table has a bunch of records each with a date associated. The record I am on, has a date as well. I want a report link that shows me a summary by month, of all related records in the source table that are on or before that month.

So for example, if the current record date is during December 2021, I want a report link of records from the source with dates from Dec 2021 and before.

Thoughts? I've convinced myself it's not possible, but, am I wrong...?? If the 'non exact match' function worked in reverse I could do it, but thats not the case.

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Mike Tamoush
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MarkShnierYou · Answer

If you really do have a relationships between a Parent table and the details, then look up that Parent date field down to children, and use an embedded report which is filtered on that lookup date.

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Mark Shnier (YQC)
mark.shnier@gmail.com
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