Good morning team, I need to create a date range for a custom invoice dashboard that I just create for one of my users. Is this possible?
He wants to be able to see all of the invoices for one month.
Yes it’s possible. There are a few different examples that have been posted on ways to do this. There is a bit of customization to do it. Do a search and you will find a couple examples.
Another solution, if he always wants to see one month, is to make a calculated field that pulls the month and year out the date and then you can filter on that. That would be easier than a date range. Just not as flexible.
Or add parameters to your BAQ.
One example of date range in parameters.
Also, check out the tools guide. It walks you through how to add a range to a tracker.
Or in the help files.
Another calculated field example.
5 Likes