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How do I create a report that shows me the contacts that celebrate the birthday in a specific month?

Knowledge Article Number 000193701
Resolution

Please create a new report using the standard report type "Contacts & Accounts"
use the: contact created date range all time
and then add a custom filter:
birthday equals this month, the report will appear as the following example:
example image of the report
Please note: for further examples of Relative dates that can be used on reports, please r
eview the article Relative Date Values for Filter Criteria

2) If you need to create a list of contacts and order it by month when they celebrate the birthday, please create new report using the standard report type "Contacts & Accounts"
use the: contact created date range all time

Change the format of the report into "summary" clicking on the arrow next to "tabular format" and then selecting summary:
change into summary

Drag and drop the birthdate field into the "drop a field here to create a grouping" section.
Click on the white arrow next to the grouping you just created and select:
group dates by> Calendar month in Year.

group

You will then see your contacts ordered by month when they celebrate the birthday.





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