Filtering a report by Calendar Month and sending report

justdan2 · 08/15/23

Hello,

I have a report that I would like filtering by calendar month showcasing data just for that month. I can only seem to filter the report by 'last 'x' amount of days'. Seeing as though months vary in days, the report it could show additional data not required.

I had then created some helper columns on the underlying sheets to show the month so I can filter by month, but then that is a manual process as I would have to update the filter each month with the new month. In addition the 'between' filter within the report would have to be updated manually each month too. Is there any way that this can be automated?

Thanks for your help.

Andrée Starå · 08/15/23

https://community.smartsheet.com/discussion/108980/filtering-a-report-by-calendar-month-and-sending-report

Hi,

I hope you're well and safe!

You could add a helper column to check a box or similar for the current month.

Would that work/help?

I hope that helps!

Be safe, and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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justdan2 · 08/16/23

Thanks Andree,

I have found that this article helped implement your suggestion, just what I was looking for: https://community.smartsheet.com/discussion/68188/current-month-checkbox-formula

Do you know that once the month hits August, then the box will automatically check July? I.e., does it involve any manual sheet intervention in order for the box to change or will it change automatically in the background?

Thanks for your help.

Genevieve P. · 08/18/23

Hi @justdan2

If you're using the formula from the linked post, that formula uses the TODAY function, meaning the output will be relative to today's date. This should mean it changes automatically as today's date changes.

Keep in mind that the sheet needs to be opened/saved for it to recognize today's date. Here's more information:

Automatically update the TODAY function in formulas

Cheers,

Genevieve

Andrée Starå · 08/18/23

https://community.smartsheet.com/discussion/comment/390824#Comment_390824

Excellent!

Happy to help!

✅Remember! Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up/Awesome or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

justdan2 · 08/18/23

Thanks for your help everyone!

Filtering a report by Calendar Month and sending report

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