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Small and medium business | Business Central, N...
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Filter in NAV

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I want to set a Order Date filter - showing me orders made LAST MONTH. (I'm in a Danish version). I can select "P" - showing this month. I can Select "P-1M" - but showing me last month - but only almost as doing it in November it makes me see orders from 1/10-30/10 (As this period only has 30 days). Then I mish orders made the 31st of October.

How can I save a filter always showing me the period of last month ? Thank you for you reply.

Helle

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  • Community Member Profile Picture
    on at
    Madsen Scan Wear wrote the following post at :

    I want to set a Order Date filter - showing me orders made LAST MONTH. (I'm in a Danish version). I can select "P" - showing this month. I can Select "P-1M" - but showing me last month - but only almost as doing it in November it makes me see orders from 1/10-30/10 (As this period only has 30 days). Then I mish orders made the 31st of October.

    How can I save a filter always showing me the period of last month ? Thank you for you reply.

    Helle

  • Suggested answer
    Community Member Profile Picture
    on at

    Madsen,

    I am in a US version so I will try to answer using my version...  On the Sales Order List, I will set the filter so I only see Order Dates from Last Month. NOTE: My Sandbox shows Work Date = 5/25/21 so the results are correct.

    pastedimage1637423906869v1.png

    Now to save this follow these steps:

    1. Click the Floppy Icon next to the word ALL

    pastedimage1637423984232v2.png

    2. You will enter a Name to save the Filtered View

    pastedimage1637424020731v3.png

    3. Now you can switch between different Views clicking into the Views List show below.

    pastedimage1637424065972v4.png

    Hope this helps.

    Thanks,

    Steve

  • Community Member Profile Picture
    on at

    Thank you for your reply.

    Though I was looking for a fixed filter to save. I found the solution  for my question:

    This is the date filter I was lookin for. This will always give me a view of last month - not having to set in the filter every time for the new period

    Order date filter:

    -lm-1m..-lm-1d

  • Verified answer
    Marco Mels Profile Picture
    Microsoft Employee on at

    Great work, thank you for sharing final outcome.

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