This guide explains how to apply a filter based on a specific date (e.g., registration date, payment date, expiration date) within a Report.
Prerequisite: You must be in the Report configuration mode (i.e., after selecting a saved Report or creating a New Report).
Procedure to Filter Data by Date
1. Locate the Filters section in the Report configuration sidebar.
2. Click on the Add icon (<i class="fa fa-plus"></i> or <i class="fa fa-pencil"></i>) next to the Filters label.
3. The Select Fields panel will open. Search for and select the date field you want to filter (e.g., Withdrawal Date, Registration Date, Expiration Date, Payment Date, Sending Date, etc.).
4. Click the Confirm button at the bottom of the panel.
5. A dialog window will appear to configure the filter (title: "Filter: [Field Name]").
6. Use the first dropdown menu to select the desired date operator. The most common options for dates are:
- =: To select a single specific date.
- BETWEEN: To select a range of dates (start date and end date).
- LAST\30\DAYS, THIS\MONTH, LAST\7\DAYS, THIS\YEAR: To use quick predefined ranges.
7. If you selected = or BETWEEN, click on the text field under the operator (called Value) and use the calendar picker that appears to define the desired date or date range.
- Note: If you chose a predefined range (such as
LAST30DAYS), the Value field disappears automatically.
8. Click the Save button in the dialog window.
9. The filter will be added to the Filters section in the sidebar, and the Report will automatically update to show filtered data.
