Need to have specific date in a month conditions on a report that runs every month

[Dan T_]

I have a reporting requirement where I want to report on approvals within specific dates every month.  The requirement is to run the report on the 8th of the month and include items with an approved date from the 22nd of the prior months to the 8th of the current month.  I used a condition script in the scheduler to run the report so that's not the issue but how can I always get records from the 22nd of the prior month to the 8th of the current month (the day the report is run)?

Thanks!

Dan T

[Sai Shravan]

Hi @Dan T_ 

To get records from the 22nd of the prior month to the 8th of the current month for your reporting requirement, you can use a combination of relative and fixed date filters in your report. Here are the steps you can follow:

1. In the report builder, open the report you want to configure with this date range.
2. Add a filter for the approval date field. You can do this by clicking the "Add filter" button and selecting the approval date field from the list of available fields.
3. Click the "Date" tab in the filter dialog box.
4. Select "Relative" as the date filter type.
5. Set the "Relative start" value to "1 month ago" and the "Relative end" value to "Today". This will ensure that the report includes all approvals within the last month.
6. Click the "Add another filter" button to add a second filter for the approval date field.
7. Click the "Date" tab in the filter dialog box.
8. Select "Fixed" as the date filter type.
9. Set the "Fixed start" value to "22 days ago" and the "Fixed end" value to "8 days ago". This will ensure that the report includes all approvals between the 22nd of the prior month and the 8th of the current month.
10. Click the "Apply" button to save the filter configuration.

Once you have configured the filter, save the report and run it on the 8th of each month. The filter configuration will automatically adjust to include approvals within the specified date range.

Regards,

Shravan

[Dan T_]

Thanks for the insight.  I don't see a "Relative end" or "Relative start" option.

The next option to relative is "before" or "after"

[Sai Shravan]

Hi @Dan T_ ,

1. Select the "Relative" date filter type.
2. Choose "Start of Month" as the Relative Start value. This will set the start date to the first day of the current month. (Relative Before)
3. Choose "End of Month" as the Relative End value. This will set the end date to the last day of the current month.
4. Save the filter configuration and preview the report to confirm that it's working as expected.

When you run the report on the 8th of each month, the relative date filter will automatically adjust to include all approvals within the date range from the 22nd of the prior month to the 8th of the current month. This is because the filter is based on the start and end of the current month, and the report is being run on the 8th, which is within the date range you need.

I hope this helps!

Regards,

Shravan