Filtering Records for the Next Month

Article Number:040745

You can specify conditions for a "Date" field or a "Date and Time" field to display only the records for the next month.
This is useful when you want to filter projects that are scheduled to be completed the next month to check their progress or billing amounts.

As an example, this article shows how to filter records from the first to last date of the next month, and from the 25th day of the current month to the 24th day of the next month.

On the "View" screen, click the Filter icon. Screenshot: The "Filter" icon on the "View" screen is outlined in red

In this example, we will specify a "Date" field named "Date of Completion" as a filter condition.

Filtering records from the first to last date of the next month

Select the field that you want to use for filtering records, then specify the filter condition as follows.

  • Field: Date of Completion ("Date" field)
  • Condition: "= (equal to)", "Next month", "All days"

Video: Setting a filter condition in the "Filter" section

Click Apply.

As of July, projects that are scheduled to be completed in the next month (from August 1 to August 31) are displayed. Screenshot: The "Date of Completion" column on a "View" screen is outlined in red

Filtering records from the 25th day of the current month to the 24th day of the next month

In this case, multiple filter conditions are specified.
When you want to specify multiple filter conditions, add fields by clicking the Add icon (the plus sign-shaped icon) at the bottom of the Filter section.
Refer to Displaying Records Which Meet Multiple Conditions.

Select a field to which condition is to be applied, and then specify filter condition as follows.

  • Field: Date of Completion ("Date" field)
  • Conditions: "≧ (on or after)", "This month", "25"
  • Conditions: "≦ (on or before)", "Next month", "24"
  • Select "All conditions are met".

Video: Setting two filter conditions in the "Filter" section

Click Apply.

As of July, projects that are scheduled to be completed from July 25 to August 24 are displayed. Screenshot: The "Date of Completion" column on a "View" screen is outlined in red