> ## Documentation Index
> Fetch the complete documentation index at: https://docs.wegive.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Getting a Report of Last Month's Successful Payments

> WeGive Help Center article: Getting a Report of Last Month's Successful Payments

## Overview

A common reporting need is "all the payments that succeeded last
month" — a recurring report that always covers whichever month just
ended, without you having to update a date range by hand each time.
WeGive's Payments table supports this directly through an Advanced
Filter.

## Step 1: Open the Payments table

Navigate to **Payments** in your dashboard.

## Step 2: Add the Succeeded At advanced filter

Open **Advanced Filters** and add a filter on **Succeeded At**. Choose
the **previous month** comparator.

This is a *relative* filter — it isn't tied to a fixed date range.
Whenever this filter is applied (including each time a scheduled
export using it runs), it automatically re-evaluates to "whichever
month just ended," so you never need to edit the filter's dates
yourself.

You can combine this with other filters — for example, **Status is
Success** — to make sure the report only includes successfully
completed payments.

## Step 3: Turn it into a recurring report

Once your filters look right, use **More → Schedule export** (see
[Creating Scheduled Exports](/external/support/settings/creating-scheduled-exports))
to turn this view into a recurring report. Set the **Frequency** to
**Monthly** so the report lands in your inbox right after each month
closes, always covering the month that just ended.

## Why this works without manual updates

A scheduled export is built from a table's current filter view — it
doesn't store a fixed date range, it stores the filter itself. Because
**previous month** is a relative comparator, the report recalculates
"last month" fresh every time it runs, so a report set up once keeps
working correctly indefinitely.

## Tips

* **Pair "previous month" with a Monthly schedule** — that's the
  combination that produces a true "last calendar month" report every
  time.
* If you're migrating a recurring report from another platform that
  used a relative "last month" or similar comparator, this Advanced
  Filter is the direct equivalent in WeGive.


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