Objective: Create a Report to show current mortgage anniversaries (mortgage anniversary date field) in Potentials Module for a current month, quarter, etc.

My Solution:

Create Formula Field to isolate Month number from Anniversary Date Field. Divide isolated anniversary month by Isolated month from "TODAY" argument to return the value of "1"

In the Filter for the Report Module, filter based on the value of '1' in the new Formula Field.

I created the following formula but I have a lack of experience. This formula returns an error message:

(Tostring(Month(${Potentials.Mortgage Anniversary})))/(Tostring(Month(TODAY)))

Any help with the syntax or a better solution is very much appreciated. I'm using Zoho CRM Enterprisse.

Steve