Relative Date Ranges

Problem you're trying to solve: "I need to create a report based on a certain period of time (like 'this month, or last quarter'). I don't want to use specific dates because I'd like to be able to reference the same report repeatedly without needing to constantly update it"

You can leverage relative date ranges in two ways --

Either select time frames from a dropdown OR type them in the text of the filter when leveraging a Date field.

Option 1: Main Date Filter

At the top of each Salesforce report, you'll see a standard Date filter. You can update the field referenced and use the dropdown to select a relative date range. There are many options here.. but not all.

If you need to apply a relative date filter that is not available in the dropdown options (ex. '6 weeks ago', 'Last 6 months', etc.), select 'All time', add the date filter as an additional filter, and apply the desired filter.

Option 2: Add a filter and type in your relative date range

Add a Date field as a filter. (If you're in Lightning, click 'Relative')

Then type in your relative date range and click 'Ok' to apply

All Relative Date Range Options

Source: Salesforce documentation, Relative Date Filter Reference

Google Sites

Report abuse