web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / I need an "After&...
Microsoft Dynamics CRM (Archived)

I need an "After" current day/month/year filter option for Date fields

(0) ShareShare
ReportReport
Posted on by Community Member

Hi All,

I want to create  a report of opportunities with Estimated close date in next 2 months AFTER current month.

Current filters don't have this option, can anybody please suggest a way to do this? 

*This post is locked for comments

I have the same question (0)
  • Suggested answer
    Temmy Wahyu Raharjo Profile Picture
    Temmy Wahyu Raharjo 2,916 on at

    Hi,

    For advance find, we have Next X Hours, Days, and Month. But if you want static parameters like 2 months, I believe we don't have this.

    If you want to create a report using ssrs, you can add custom parameters and construct value from there. So your user will choose the parameter based on your created one.

    docs.microsoft.com/.../report-parameters-report-builder-and-report-designer

  • Community Member Profile Picture
    Community Member on at

    Hi Temmy, thanks for your prompt response but sadly that doesn't solve my problem.

    I want an advanced view for the dashboard and not report.

    The next X months would have been ideal but it pulls current month too which we dont want.

  • Verified answer
    BharatPremji Profile Picture
    BharatPremji 2,485 on at

    Hi,

    There is a workaround for this if your not using Fiscal Years.

    You have to change your Fiscal Year settings to be Monthly:

    5102.Capture1.PNG

    Then within Advanced Find do:

    5102.Capture1.PNG

    Regards

    Bharat

  • Community Member Profile Picture
    Community Member on at

    Hi Bharat,

    Brilliant , thanks!

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
SA-08121319-0 Profile Picture

SA-08121319-0 4

#1
Calum MacFarlane Profile Picture

Calum MacFarlane 4

#3
Alex Fun Wei Jie Profile Picture

Alex Fun Wei Jie 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans