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shinney
Helper I
Helper I

Customize a report's default view when launched?

Hello, 
I've put together several reports that contain both the Year and Month filter. Is there any way to have my report default to display the previous month when someone views in the App? So far I haven't found any option to change this.

 

For example, if I were to open my report today (Jan 12, 2023), the default filters would automatically be selected as Year = 2022, and Month = Dec.

 

shinney_1-1673558640160.png

 

Thanks

 

1 REPLY 1
amitchandak
Super User
Super User

@shinney , As of now for this you have create a custom column and save on last month

 

Month Type = Switch( True(),
eomonth([Date],0) = eomonth(Today(),-1*month(Today())),"Last year Last Month" ,
eomonth([Date],0) = eomonth(Today(),-1),"Last Month" ,
eomonth([Date],0)= eomonth(Today(),0),"This Month" ,
Format([Date],"MMM-YYYY")
)

 

 

Default Date Today/ This Month / This Year: https://www.youtube.com/watch?v=hfn05preQYA

 

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