Report Using Specific Date

Question

I have a button that generates a report of all of the cards for a specific member.  I would like to organize the report by month.  I envision configuring a $report for each month then stringing them together in the output  eg. **January**

{$jan} **February**

{$feb}  etc.   But I can't find a way to filter cards with a due date of a particular month or date range.  The best I can do is group by date, which will do but is not ideal for our purposes.

Thanks!

Hannah Humbert - Simpla Workflows · Answer

Ah, I see. You basically want to be able to say: "create a report with all cards due in January 2022", "create a report with all cards due in February 2022", and so on. It looks like the only options are "due this month", or "due next" month.

This was the best I could do:

create a report in variable "This_month" with all cards due this month using pattern "- [{cardname}]({cardlink}) => DUE on {cardduedate}", create a report in variable "Next_month" with all cards due next month using pattern "- [{cardname}]({cardlink}) => DUE on {cardduedate}", and send an email notification to "hannah@simplaworkflows.com" with subject "Upcoming Tasks" and message "**This Month:**

{$This_month}

**Next Month:**

{$Next_month}"

And this is what it spits out:

If you want something more complex, maybe a paid reporting option will do what you want. There are plenty of reporting power-ups like Blue Cat Reports that have options to email out reports.

Melissa Fitzpatrick · Answer

That would work for a report that I know would run on a specific day (for example on the first day of the quarter, run reports for cards due in between 60 and 90 days ago, 30 and 60 days ago, and 1 and 30 days ago.  But my report could be be run at any time by our manager, so I just want to show everything in order, listed by month.  Looks like the closest I can get is to just query everything and have it list by date. My manager can just ignore the stuff from dates prior to what she is interested in.   However, I think I will implement an automatic 30-60-90 day email report quarterly using the fields you highlighted above.
Thanks for your reply!

Hannah Humbert - Simpla Workflows · Answer

Hi @Melissa Fitzpatrick ! Welcome to the community :)  you can add filters to your report so that butler only pulls cards due within a certain range. Would the options shown below make sense for what you need?