Month end reporting issues

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5 - Automation Enthusiast
5 - Automation Enthusiast


I need to perform month end financial reports from my database. I have created a formula so that when I enter the date that the invoice has been paid this then turns it into “MONTH({Invoiced paid by client})”.

I can then group this by month (1, 2, 3, 4 etc) and perform my month end reporting.

However, now that we’ve been trading for a year any invoices that have been created in June 2018 are now being grouped within the June 2019 view.

I think there are two solutions to my problem but I can’t figure out how to do either of them or even if the solution exists!


  1. Change the formula to be MONTH & YEAR
  2. Move all 2018 records into a different table and/or base

Can’t seem to figure out if either of these are possible.

Please help!


2 Replies 2

Make a similar formula (to your month formula) that extracts the year from the date. Then group by YEAR and MONTH.

5 - Automation Enthusiast
5 - Automation Enthusiast

Perfect! It works! Thanks so much for your speedy reply!