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Hello,
I'm trying to set up a view on a dashboard from an inquiry that will show me data from 2 month span and have it continue without having to edit the filter every time. For example, today is May 12th. My AR team needs to see invoices that were created Feb. 1st through March 31st and then next month at this time they would need to see invoices that were created March 1st through April 30th and so on till the end of time. What parameter can I use to have this filter automatically roll over each month. I know how to use @Today-60 but that will only show 60 days back from today and would not be in that specific window. If I set the filter to show between 2/1/2021 through 3/31/2021 I will have to manually edit that every month. Don't really want to do that. If anyone can point me in the right direction on this please let me know. I know there has got to be a way to do this. Thanks in advance!
You can use @MonthStart and @MonthEnd, which are relative to the current day. To get Feb 1 - Mar 31 during May, you'd use @MonthStart-3 to @MonthEnd-2.
Dianne
@dianne-a you are amazing! I know it was something easy that I was overlooking. Thank you so much for the quick reply! 😀
