Illustrative example. The dates and amounts below are provided for practice.
A household has birthdays on April 4 and April 13, 2027, plus a one-time family meal on April 17. A birthday-only month view should show the first two while keeping the meal saved.
Build and inspect the view
Save two yearless Birthday records for month 4, days 4 and 13, both annual. Save the meal under Family Event for April 17, 2027, One time.
Open the exporter, choose Monthly, set Calendar Month to April 2027, and select Birthday. Two birthday labels should appear. Switch to All categories and the meal returns.
Interpret the gap
The birthdays are nine elapsed days apart. The view is useful for deciding whether one shopping trip can prepare for both birthdays without moving either occasion.
A filter changes what is displayed. It does not delete records. Export Scope is a separate control, so a birthday-only display does not automatically mean a subsequent All dates export contains only birthdays.
Choose Selected dates and explicitly select the intended records when sharing a smaller collection. Review their notes before sending any downloaded copy.