A dynamic date is a setting you can apply to a report that keeps the report output relative to the current date. 

As time passes, the report date updates automatically based on the rule you’ve set. For example, if you choose “Last Month,” your report will always run data for the previous completed month, so there is no need to manually update it.


To apply dynamic dates when creating a new report, follow these steps:


1. Run your financial report and select time period filter box,  to apply dynamic dates please select a preset common format.






2. Then save your report , you can save a single report or add your new financial report to an existing report pack.






3. Once you have chosen a preset format, you can now apply dynamic dates to your saved report so it automatically stays up to date to the current month.






Here's how to apply dynamic dates to a report you already have saved


1. Navigate to the Saved Reports section

2. Click the saved report you wish to edit (Shown below) 




3. Scroll down to the specific report you want to change

4. Hover over your report and select the Filters option (Shown below)




5. From here, you can choose a preset time filter for the report period and apply your Dynamic Dates.