Filtering Records for the Next Month

You can specify conditions for the Date field or the Date and Time field to display only the records for the next month.
It is useful when you want to filter projects that are scheduled to be completed in the next month, and check their progresses or billing amounts.

In this example, records are filtered using the condition "from the first date to the end date of next month" or "from 25th this month to 24th next month".

On the record list screen, click the filter icon Image.

In this example, specify the completion date in the Date field as the filter condition.

From the First Date to the End Date of Next Month

Select a field to which condition is to be applied, and then specify filter condition as follows.

  • Field: Completion date (Date field)
  • Conditions: "= (equals to)", "Next month", "All"

Click Apply.

As of July, projects that are scheduled to be completed in the next month (from August 1 to August 31) are displayed.

From 25th This Month to 24th Next Month

In this case, multiple filter conditions are specified.
When you specify multiple filter conditions, click the plus icon (+) to add fields.
Refer to Displaying Records Which Meet Multiple Conditions.

Select a field to which condition is to be applied, and then specify filter condition as follows.

  • Field: Completion date (Date field)
  • Conditions: "≧ (on or after)", "This month", "25"
  • Conditions: "≦ (on or before)", "Next month", "24"
  • Select "All conditions are met".

Click Apply.

As of July, projects that are scheduled to be completed from July 25 to August 24 are displayed.