Filtering a report to an automation


Is it possible to filter a report to an open ended formula? For example, I'd like a report to only show items for the whole month of March, and automatically change over to show data for April on April 1st.

It seems like it should be able to, I just can't figure it out! The logic in my head is:

Start Date is MONTH(TODAY()). I can see I can filter where the start date is in the future or the past, but not current month.


Best Answer

  • Gia Thinh
    Gia Thinh ✭✭✭✭✭✭
    Answer ✓

    Hi MikeG1980,

    You can create a helper column named "Current month" with checkbox property and input the below formula:

    = IF(MONTH([Start date])@row = MONTH(TODAY()), 1, 0)

    Then in the report, you just filter rows that have "Current month" is checked.

    Hope that help.

    Gia Thinh Co. - Smartsheet Solution Partner.