Exclude "This Month" operator to get a YTD View in Advanced Find?

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Posted on by JohnM1

Creating YTD reports from Advanced Find is problematic.

I am in July, but want to run a report showing data for June YTD, so I need to exclude the data from current month.

The 'This Year' operator allows me to get all data for this year, but doesn't exclude 'This Month' - I was hoping to do a Group AND where I could group 'This Year' and 'Not This Month', but there's no option for 'Not This Month', just 'This Month'.

Has anyone got a solution for this?

(Using MS Dynamics 365 Online)

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Saad Kabarousse 734 on at

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Hello,

You can use On or After and On or Before filters with OR Operator to exclude July data.

I hope this helps :)

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MMK 745 on at

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Hi you can do this

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JohnM1 19 on at

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Sorry, I should have been more specific - I need this setup without having to add in dates everytime I (or other people) need to run it - will be a regular report for whole organisation.

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JohnM1 19 on at

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'Older than X Months' doesn't exclude the previous calendar month, just the month from when you ran the report. That would only work if I ran in on the 1st of every month.

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MMK 745 on at

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Then you should accept Start date and end date from users as parameters and fetch data accordingly

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