DrewGillow
03-08-2024Cloud Apps
Time periods by specific day of month (e.g. first Friday, Second Wednesday)
Like many businesses we bill clients monthly. We bill 25% of our clients split up between the first, second, third, and fourth Friday of the month. I could see a similar use case for periodic customer review meetings instead of reviewing by standard month/calendar.
Looking for a data model or filter option to make it easy to select data based on this break down instead of having a user manually select dates on the calendar from the day after the last billing cycle to the last day of the current billing cycle. having the break down in the data model would also enable reporting of periods over time instead of reporting on actual calendars, reporting on the billing calendar.
Is there a best practice to solve this problem?