Question

Hello fellow Notioners!

At our company we provide services that often take a few months. We charge customers over those months. For example; it starts 1 September 2021 and it ends 1 march 2022. Let say our customer has to pay €6000,- so that is €1000,- per month.
In de database we add the service, put in a start date and the end date (currently 2 separated items/dates) and the total invoice amount.

Question
Lets say I want to see the revenue for 2022. How can I make is so that the above service example gives back €2000? In other words: how can I make it so that I filter a certain year of perhaps even quarter?

I tried filtering on the end date, but that gives me the entire amount (€6000), and not the amount in 2022 (€2000).

Answer 1

Add a filter and select the date property. Inside the filter add 2 things.

1- Is on or after jan 01 2022
2- Is on or before dec 31 2022

That will filter everything showing only items that have a 2022 date.