diff --git a/osf/metrics/reporters/institution_summary_monthly.py b/osf/metrics/reporters/institution_summary_monthly.py
index a08ac0fd8a5..61a86faf9d8 100644
--- a/osf/metrics/reporters/institution_summary_monthly.py
+++ b/osf/metrics/reporters/institution_summary_monthly.py
@@ -18,7 +18,14 @@ def report(self, yearmonth: YearMonth):
             yield self.generate_report(institution, yearmonth)
 
     def generate_report(self, institution, yearmonth):
-        node_queryset = institution.nodes.filter(deleted__isnull=True)
+        node_queryset = institution.nodes.filter(
+            deleted__isnull=True,
+            created__lt=yearmonth.next_month()
+        ).exclude(
+            spam_status=SpamStatus.SPAM,
+        )
+
+        preprint_queryset = self.get_published_preprints(institution, yearmonth)
 
         return InstitutionMonthlySummaryReport(
             institution_id=institution._id,
@@ -27,9 +34,9 @@ def generate_report(self, institution, yearmonth):
             public_project_count=self._get_count(node_queryset, 'osf.node', is_public=True),
             public_registration_count=self._get_count(node_queryset, 'osf.registration', is_public=True),
             embargoed_registration_count=self._get_count(node_queryset, 'osf.registration', is_public=False),
-            published_preprint_count=self.get_published_preprints(institution).count(),
-            storage_byte_count=self.get_storage_size(node_queryset, institution),
-            public_file_count=self.get_files(node_queryset, institution, is_public=True).count(),
+            published_preprint_count=preprint_queryset.count(),
+            storage_byte_count=self.get_storage_size(node_queryset, preprint_queryset),
+            public_file_count=self.get_files(node_queryset, preprint_queryset, is_public=True).count(),
             monthly_logged_in_user_count=self.get_monthly_logged_in_user_count(institution, yearmonth),
             monthly_active_user_count=self.get_monthly_active_user_count(institution, yearmonth),
         )
@@ -37,12 +44,17 @@ def generate_report(self, institution, yearmonth):
     def _get_count(self, node_queryset, node_type, is_public):
         return node_queryset.filter(type=node_type, is_public=is_public, root_id=F('pk')).count()
 
-    def get_published_preprints(self, institution):
-        return Preprint.objects.can_view().filter(
-            affiliated_institutions=institution
-        ).exclude(spam_status=SpamStatus.SPAM)
+    def get_published_preprints(self, institution, yearmonth):
+        queryset = Preprint.objects.can_view().filter(
+            affiliated_institutions=institution,
+            created__lte=yearmonth.next_month()
+        ).exclude(
+            spam_status=SpamStatus.SPAM
+        )
 
-    def get_files(self, node_queryset, institution, is_public=None):
+        return queryset
+
+    def get_files(self, node_queryset, preprint_queryset, is_public=None):
         public_kwargs = {}
         if is_public:
             public_kwargs = {'is_public': is_public}
@@ -52,42 +64,30 @@ def get_files(self, node_queryset, institution, is_public=None):
             target_content_type=ContentType.objects.get_for_model(AbstractNode),
         )
         target_preprint_q = Q(
-            target_object_id__in=self.get_published_preprints(institution).values('pk'),
+            target_object_id__in=preprint_queryset.values('pk'),
             target_content_type=ContentType.objects.get_for_model(Preprint),
         )
         return OsfStorageFile.objects.filter(
             deleted__isnull=True, purged__isnull=True
         ).filter(target_node_q | target_preprint_q)
 
-    def get_storage_size(self, node_queryset, institution):
-        files = self.get_files(node_queryset, institution)
+    def get_storage_size(self, node_queryset, preprint_queryset):
+        files = self.get_files(node_queryset, preprint_queryset)
         return FileVersion.objects.filter(
             size__gt=0,
             purged__isnull=True,
             basefilenode__in=files
         ).aggregate(storage_bytes=Sum('size', default=0))['storage_bytes']
 
-    def get_month_start_end(self, yearmonth):
-        # Get the first day of the month
-        start_date = datetime(yearmonth.year, yearmonth.month, 1)
-        # Calculate the first day of the next month
-        if yearmonth.month == 12:
-            end_date = datetime(yearmonth.year + 1, 1, 1)
-        else:
-            end_date = datetime(yearmonth.year, yearmonth.month + 1, 1)
-        return start_date, end_date
-
     def get_monthly_logged_in_user_count(self, institution, yearmonth):
-        start_date, end_date = self.get_month_start_end(yearmonth)
         return institution.get_institution_users().filter(
-            date_last_login__gte=start_date,
-            date_last_login__lt=end_date
+            date_last_login__gte=yearmonth.target_month(),
+            date_last_login__lt=yearmonth.next_month()
         ).count()
 
     def get_monthly_active_user_count(self, institution, yearmonth):
-        start_date, end_date = self.get_month_start_end(yearmonth)
         return institution.get_institution_users().filter(
             date_disabled__isnull=True,
-            date_last_login__gte=start_date,
-            date_last_login__lt=end_date
+            date_last_login__gte=yearmonth.target_month(),
+            date_last_login__lt=yearmonth.next_month()
         ).count()