Alan.B thank you very much for the two replies. I have learned a lot from the SQL that you posted and I'm grateful for your time.

The first reply gave me...

A window function to count the records over the specified partition (in your case mailed_date) should give you a running total for the day:

COUNT(*) OVER (PARTITION BY mailed_date order by...

Thanks for the reply. I missed the partition by clause and that has definitely helped -- appreciate you pointing that out.

I thought I had the 3 month rolling average calculation...

Of course. I don't know why I didn't see that earlier.

Thank you both very much for your input.

Both solutions solve the issue so again thanks so much.

Thanks so much for the fast reply.

This works great, but I was curious what the significance of the literal '01-' was for. I'm a little confused by that part.

Thanks again!!

So I created the tally table and executed your code (thanks for sharing/educating).

I'm a little confused as to why the leading ? character is present in the results but I'll...

Thank you both for the replies.

Scott, can you explain dbo.tally and t.tally. I'm not sure I understand what they are or what I need to do to create that table....