How to Report on People’s Birthdays

You can search for birthdays by creating a custom report or performing an Advanced Search. When doing so, you can set the filter criteria to ‘Date of Birth’.

v2-reports-birthdays

There are many different options where you can find out birthdays:

Filter Criteria Options Example
Equals
Does Not Equal
Full Date
(e.g. Birthday is March 23, 2013)
Is Empty
Is Not Empty
Field has a value or no value
Is After
Is Before
Full Date
(e.g. birthday is after March 23, 2013)
Is In The Next
Is Not In The Next
Number of Days / Weeks / Months / Years
(e.g. 30 days)
Is In The Last
Is Not In The Last
Number of Days / Weeks / Months / Years
(e.g. 30 days)
Is Between (full date) Starting and ending date
(e.g. March 23, 2013 – April 12, 2013)
Is Between (day and month) Starting and ending date
(e.g. March 23 – April 12)

Simply generate the report to display a list of birthdays for your account.

Last Updated: 31st August, 2015