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

  • 0
  • 1
  • Question
  • Updated 9 months ago
  • Answered
I need to generate a report on the 10th of every month with the data of the previous month. Can some one guide me? 
Photo of Gauri Phansikar

Gauri Phansikar

  • 226 Points 100 badge 2x thumb

Posted 9 months ago

  • 0
  • 1
Photo of Surya Avantsa

Surya Avantsa

  • 218 Points 100 badge 2x thumb
There are multiple ways depending on the context and one of them is using the formula (AdjustMonth[some date field],-1)

Hope that helps.
Photo of Gil Spigelman

Gil Spigelman

  • 870 Points 500 badge 2x thumb
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.
Photo of Gaurav Sharma

Gaurav Sharma

  • 5,756 Points 5k badge 2x thumb
Well explained! Gil. :)
Photo of Gauri Phansikar

Gauri Phansikar

  • 226 Points 100 badge 2x thumb
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.
Photo of Gauri Phansikar

Gauri Phansikar

  • 226 Points 100 badge 2x thumb
Thank you so much Sir! Helped me a lot!
Photo of Gauri Phansikar

Gauri Phansikar

  • 226 Points 100 badge 2x thumb
Thank you! Also, once I adjust the date to the previous month, how do set the date to the 1st of that month?
Photo of Gil Spigelman

Gil Spigelman

  • 870 Points 500 badge 2x thumb
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.
Photo of Gaurav Sharma

Gaurav Sharma

  • 5,710 Points 5k badge 2x thumb
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
Photo of Gauri Phansikar

Gauri Phansikar

  • 226 Points 100 badge 2x thumb
Thank you Sir! Having this option of a PDF adds more value to my report!