How to Filter by Date in Business Central – Shortcuts, Ranges, and Formulas

Business Central includes several date filter shortcuts and formulas that save time when searching list pages. Knowing these lets you find records by date without opening a calendar.

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In Business Central, the date filter field accepts more than a typed date. BC supports shortcuts, ranges, and formulas that let you enter date conditions quickly. Specifically, knowing a handful of these saves time on any list page. You can find records by date without looking up the calendar or typing a full date manually.

Sorting List Pages by Date in Business Central

Before applying a date filter, it helps to sort the list first. On any list page in BC, you can sort by any column by clicking the column header. First, click the Posting Date header once to sort in ascending order. Then, click it again to sort in descending order. This puts the most recent entries at the top, which makes it easier to find what you need before filtering.

Sorting is not a filter – it does not hide records. However, it does help you orient the list so that a date filter narrows it further in a useful direction. So it is a good first step when working through a long list of entries by date.

Using the Date Filter with Shortcuts

In BC, you do not always need to type the full date in a filter field. BC accepts single-letter shortcuts that resolve to common dates on their own. These shortcuts work in the date filter field and in any other date field across the system.

The T and W Shortcuts

Type the letter T in any date field and press Tab. BC resolves it to today’s date on its own. So if you need to filter a list to show only today’s entries, you type T and press Tab – no need to type the full date.

Similarly, the letter W resolves to your current work date. If your work date is set to a different date than today, typing W and pressing Tab will apply that date instead. This is especially useful when you are posting entries for a prior period and have set your work date accordingly. Furthermore, both shortcuts work in any date field across BC – not just in filter fields on list pages.

Filtering a Date Range with the Date Filter

To apply a date range, type the start date, then two dots (..), then the end date. For example, to see all entries in March 2024, type 030124..033124 in the posting date date filter field and press Enter. BC resolves the range and shows only the entries within those two dates.

The two-dot separator tells BC you are specifying a range rather than an exact date. Consequently, this approach works for any date range – a single week, a quarter, a full year, or any custom period you need. Also, you can combine these ranges with any of the shortcuts. For example, T..CM shows all entries from today to the end of the current month.

Open-Ended Date Ranges

You can create an open-ended range by leaving out one of the two dates. For example, if you type 030124.. with nothing after the dots, BC shows all entries from the 1st of March forward with no upper limit. Also, if you type ..033124, BC shows all entries up to and including the 31st of March with no lower limit. So you can filter forward from a date or backward to a date without specifying both ends.

This is particularly useful when you are looking for all activity after a specific event – such as a go-live date or the start of a project. Rather than estimating an end date, you leave it open. BC then returns everything from that point forward. Additionally, open-ended ranges update automatically as new records are added, so you do not need to re-enter the filter each time you check.

Using Date Formulas with the Date Filter

BC also supports date formulas in any date field. A date formula adds or subtracts a period from a base date without you having to calculate the result manually. For example, if you type 030124+10D, BC calculates the date that is 10 days after March 1st and resolves it to March 11th. The letter D means days.

Other period letters work the same way. W stands for weeks, M for months, and Y for years. So 030124+1M resolves to April 1st, and 030124-1M resolves to February 1st. Additionally, you can use subtraction just as easily as addition. Therefore, you do not need a separate tool to calculate relative dates.

You can also combine formulas with ranges in the date filter. For example, type 030124..030124+10D to see all entries between March 1st and March 11th. BC calculates the end date on its own. This is useful when you need to see a rolling window of entries without knowing the exact end date in advance.

The CM Shortcut for Month-End Dates

One more useful shortcut is CM, which stands for current month. When you type CM in a date field and press Tab, BC resolves it to the last day of the current month. This is helpful when you need a month-end date and do not want to look up whether the month has 28, 29, 30, or 31 days.

For example, if you type ..CM in the posting date filter, BC shows all entries up to and including the last day of the current month. So you can combine CM with ranges and open-ended filters just like any other date value. Furthermore, CM-1M resolves to the last day of the previous month, which is a useful shortcut for period-end processing. For example, if you are closing July, typing CM-1M gives you July 31st without needing to know the exact date.

Wrapping Up: Get More from the Date Filter in Business Central

Kim says hi! - date filter

The date filter in BC accepts shortcuts, ranges, and formulas – all typed directly into the field. Once you know these, you can find records by date much faster than typing full dates each time. The T and W shortcuts handle today and work date. The .. separator handles ranges. Formulas with D, W, M, and Y handle relative dates. And CM handles month-end on its own. These shortcuts are available in customer ledger entries, vendor ledger entries, item ledger entries, and most other list pages where you need to narrow results by date.

In short, these are small tips with a clear daily benefit. Moreover, they work across every date field in BC – not just the posting date filter on list pages. So once you learn them in one place, they apply across the entire system. Therefore, the time you spend learning the date filter in one list page pays off every time you open any other page in BC.

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