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Why does my custom Birthdate field not filter correctly in a report/list view?

Knowledge Article Number 000004537
Description Custom Birthdate fields don't filter correctly in a report/list view when using This Month or Today.
Resolution

The standard Birthdate field that is available when you begin Salesforce has functionality that allows you to filter the birthdate based on the month or today, ignoring the year.  Any custom fields you create, however, don't have this same functionality.

If you would like to filter by This Month or Today then you'll need to create a formula field that calculates that for you.

For example:

IF(MONTH(BirthDate)= MONTH(TODAY() ),1,0) 

Which displays a 1 if the birthdate month is the same as today's month





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