Illustrative example. The dates and amounts below are provided for practice.
A calendar contains a relationship anniversary on June 18, a work anniversary on January 3, and a first date on February 14. The broad Anniversaries view should include all three.
Create annual records using Relationship Anniversary for June 18, 2021, Work Anniversary for January 3, 2020, and First Date for February 14, 2023.
Compare broad and narrow filters
Choose Yearly, set Calendar Month to any month in 2027, and select Anniversaries. The view uses the year from the selected month and shows the three annual occurrences.
Choose Work Anniversary instead. Only January 3 remains. A Family Event, if present, belongs to its own category and does not enter this broad anniversary group merely because its title contains the word “anniversary.”
Check a date label
Filtering does not change either calculation.
The selection checkboxes for export are independent of the view filter. Explicitly select the records you want and use Selected dates before downloading. This avoids mistaking a filtered screen for a privacy boundary.