I want to schedule a monthly report that will...

(Tammi Canelli) #1

I want to schedule a monthly report that will generate every record with a birthdate for that month.

The DOB column is mm/dd/yyyy.

How would I write the express to give me everything from Jan 1 to Jan 31, Feb 1 to Feb 28, etc regardless of year?

Is there a way to automate the report for the entire year or will I need to go in and manually generate for each month?

We are planning to send info out each month so I don’t want all months at once.

Thanks

(Suvrutt Gurjar) #2

@Tammi_Canelli,Please explore following.

Please create a slice on the said table with filter expression MONTH([DOB])=Month(Today())

The slice will list all birthdays from the table in the current month irrespective of the year.

Please schedule a monthly report based on this slice on monthly basis, on say 1st of every month.

This report will fire monthly with current month’s birthday data.

(Tammi Canelli) #3

@Suvrutt_Gurjar

Thank you, so if I want to run the report a few days prior to the start of the next month I could do something like this:

MONTH([DateOfBirth])=Month(TODAY()-5)

??

(Aleksi Alkio) #4

If you trigger the report the 25th, the formula needs to be MONTH([DateOfBirth])=Month(TODAY()+7)

(Tammi Canelli) #5

ahhh = plus not minus.

Thank you both so much!!