How to Use Smart Dates in Reports
Purpose
This article will outline how to utilize Smart Dates in reports within Elevated. Smart Dates can be used to create dynamic, date-driven reports that do not have effective dating already built in. While you can always filter for specific dates at any time, smart dates allow you to "set it and forget it" and is most helpful for emailed reports that need to reflect a moving time frame.
Smart Dates
Most reports can now use the below calendar range options in their date filter fields. Please note that they are placeholders and do not play well with = unless you are just trying to capture first of month/week/year data.
- ${today}
- ${yesterday}
- ${tomorrow}
- ${lastweek}
- ${lastmonth}
- ${lastyear}
- ${nextweek}
- ${nextmonth}
- ${nextyear}
- ${currentweek}
- ${currentmonth}
- ${currentyear}
If using something like = current month, it will only pull up information for 9/1, or = ${currentweek} would only show data for whatever the date is on that Monday, such as 9/14. Options such as >= , <= and the 'between' / 'not between' can be used to try to get creative and accomplish what you are looking for.
As an example, you can use between ${currentmonth};${nextmonth}, which would show you all data within the first of the current month and the first of next month (i.e., data encompassing 10/1/2023 through 11/1/2023).
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