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When you say &quot;automate&quot; , do you mean that you are going to run the report manually and you want it to get automatically the month data ? The other option is to set something to run the report for you at the beginning of each month and send it to you by email so you can stop thinking about it at all. What is your goal ? <br />
With case 1 you need to set the logic to get the month period inside the report and mlmcc explained how to do this. With case 2 you can set the month period in the scheduler, which is going to run the report for you. You need to define 2 parameters in your report : Start Date and End Date for the beginning and the end of the reporting period and ask the scheduler to fill the current month dates there.
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When you say "automate" , do you mean that you are going to run the report manually and you want it to get automatically the month data ? The other option is to set something to run the report for you at the beginning of each month and send it to you by email so you can stop thinking about it at all. What is your goal ?
With case 1 you need to set the logic to get the month period inside the report and mlmcc explained how to do this. With case 2 you can set the month period in the scheduler, which is going to run the report for you. You need to define 2 parameters in your report : Start Date and End Date for the beginning and the end of the reporting period and ask the scheduler to fill the current month dates there.

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I want to automate a report to run on the first of every month to show past due items and items that will be due for the month. &nbsp;So on 10/1/14 I want to run the report and it will filter anything with a date of 10/31/14 and before. &nbsp;How can I do that?
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I want to automate a report to run on the first of every month to show past due items and items that will be due for the month.  So on 10/1/14 I want to run the report and it will filter anything with a date of 10/31/14 and before.  How can I do that?

Crystal Reports Formula end of the month and previous

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Routers

Crystal Reports is a business intelligence application from SAP SE. It is used to graphically design data connections and report layouts from a wide range of data sources including Excel spreadsheets, Oracle, SQL Server databases and Access databases, BusinessObjects Enterprise business views, and local file-system information. Report designers can place fields from these sources on the report design surface, and can also deploy them in custom formulas (using either BASIC or Crystal's own syntax), which are then placed on the design surface. Crystal Reports also supports subreports, graphing, and a limited amount of GIS functionality.