Opp Report Filter - Rolling 3 Months (that accomodates Nov, Dec, Jan and Dec, Jan, Feb)
Dear community,
I'm looking for help in building logic into a report that allows for a rolling 3 month filter for opportunities closing in that time-frame. For example, when it's September 1st, the report shows opportunities set to close in September, October and November. On October 1st, the report shows opportunities set to close in October, November, and December.
Right now I'm accomplishing this by using a SQL filter:
YEAR(CURRENT_DATE) = YEAR(Opportunity."Close Date") AND (
(MONTH(CURRENT_DATE) = MONTH(Opportunity."Close Date") OR
(MONTH(CURRENT_DATE) = MONTH(Opportunity."Close Date")+1 OR
(MONTH(CURRENT_DATE) = MONTH(Opportunity."Close Date")+2)
That's all working without issue.
I'm looking for help in building logic into a report that allows for a rolling 3 month filter for opportunities closing in that time-frame. For example, when it's September 1st, the report shows opportunities set to close in September, October and November. On October 1st, the report shows opportunities set to close in October, November, and December.
Right now I'm accomplishing this by using a SQL filter:
YEAR(CURRENT_DATE) = YEAR(Opportunity."Close Date") AND (
(MONTH(CURRENT_DATE) = MONTH(Opportunity."Close Date") OR
(MONTH(CURRENT_DATE) = MONTH(Opportunity."Close Date")+1 OR
(MONTH(CURRENT_DATE) = MONTH(Opportunity."Close Date")+2)
That's all working without issue.
0