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Topics#Reports & DashboardsKiely Shimabukuro's Question
Kiely Shimabukuro (Dell Technologies) asked in #Reports & Dashboards
Jan 22, 2013, 5:20 PM

Report for the end of this month and previous...

I am trying to create a report based on a custom field for Next Review date... and what I would like to have is all review dates for the whole of this month and all previous.... With that being said I can make a filter for the report "Next Review" less than or equal to 01/31/2013. But I would like to not have to go into the report and change the date every month... When I go to the date field above the filters I am able to put current and previous month but not current month and all previous months... any ideas? 
1 answer
  1. James Garfield (Agendia, Inc.)
    Jan 22, 2013, 5:23 PM
    Hi Donald,

     

    Just add the field 'Next Review' and then click on the dropdown 'Group Dates by' set this to calendar month. This way it will group the records within that time frame. You can then add graphic representations as well.

     

    Let me know if you need my help!

     

    Ps. did you see the email I sent back to you?
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