Report to Pull data from Current Month

Andy_DAI ✭✭✭
edited 12/09/19 in Smartsheet Basics

Hello - 

I use smart sheets to generate deposit logs for multiple clients.  I give them access to their deposit logs via a dashboard.  One of the reports they need is a deposit log for the current month.

At the moment, I just update the report criteria to return the current months by adjusting the dates the report pulls, but that's a very manual procedure that I'm 100% sure I'll overlook as the end of the month is a super busy time.

I'm sure there's a way to do this with some automatically... 


Any ideas?





  • Andy_DAI
    Andy_DAI ✭✭✭

    Ok - 


    So as soon as I posted, I had an idea:

    A hidden column called "Current Month?" which has the following formula:

    =if(MONTH(Date1)=MONTH(TODAY()), "A", "")

    So only rows with the current month will have an A, then just set the report criteria to return rows with an "A" in the hidden column.

    That works... but won't I have to open and save the parent sheet every day to get it to update?


  • Paul Newcome
    Paul Newcome ✭✭✭✭✭✭

    If you are only looking for current month, you can get away with opening the sheet on the first day of each month to update the TODAY function. The month number isn't going to change on the second of the month or third or fourth, etc. So really you only need to open the sheet once at the beginning of each month.


    There are a number of ways this can be updated without actually opening the sheet as well. All you have to do is ACTIVATE the sheet. If there is a cell link or cross sheet reference pointing at the sheet that changes something or an update request or form entry, all of these will activate the sheet and will update the TODAY() function.


    Another option would be a third party tool such as Zapier where you can trigger an action to take place on the sheet on a recurring basis which will also activate the sheet.