Creating monthly invoice

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  • June 26, 2018 at 9:05 PM #29579

    Mark Whitcombe
    Participant

    I have a simple database of hours and distances that I drive for a client. I want to create a monthly invoice, so that I can tell my client the dates in the particular month, including the details for each trip (destination, number of hours, number of km driven) and present her with a summary of how much she owes me.
    How do I select only the last month, i.e., the date range for June 2018?

    June 26, 2018 at 9:08 PM #29580

    Brendan
    Keymaster

    Hi Mark,

    Add a Saved Search to your form by selecting it, then clicking the filter button to the left of the Search field. Then choose your Date field, then select the “In the period” comparison operator. When you do that, there will be another popup button that displays a variety of date range options. One of them is “Last Month”.

    Click Save when you’re done.

    You’ll get a new Saved Search appearing beneath the form with the records filtered by that field for the last month.

    That’ll do it.

    Thanks!

    Brendan

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