Create a Date Range Filter

After completing this topic, you will be able to create a date range filter.

Steps:

1. Apply a date range filter.

    

   Click the Filters list.

   Step 1

2. Click the Date range list item.

   Step 2

3. View the persistence options.

    

   Click the Persistence list.

   Step 3

4. Save the default filter values with the report.

    

   Click the Save list item.

   Step 4

5. Include the filter criteria in the report.

    

   Click the Include in report option.

   Step 5

6. Enter a starting date.

    

   Click in the From field.

   Step 6

7. Use the options in the calendar pop-up to select the starting month.

    

   We have selected August, 2011.

   Step 7

8. Select August 1, 2011.

    

   Click 1 on the calendar.

   Step 8

9. Add an ending date.

    

   Click in the To field.

   Step 9

10. Use the options in the calendar pop-up to select the ending month.

     

    We have selected December, 2011.

    Step 10

11. Select December 31, 2011.

     

    Click 31 on the calendar.

    Step 11

12. Preview the filtered report.

     

    Click the View this report link.

    Step 12

13. Notice the date range at the top of the report. The report data is calculated using the default date range.

    Step 13

14. Return to the Custom Report page.

     

    Click the Go to report design link.

    Step 14

15. Change the Persistence to Ask, but leave the date defaults intact.

     

    Click the Persistence list.

    Step 15

16. Click the Ask list item.

    Step 16

17. Preview the report.

     

    Click the View this report link.

    Step 17

18. Notice that the Run Report page shows the default date range. You can change the default dates by clicking in the From or To field and selecting another date from the pop-up calendar.

    Step 18

19. We have changed the To date. Run the report.

     

    Click the Process Report button.

    Step 19

20. The new date range appears at the top of the report and the report data is calculated using the new date range.

    Step 20

After completing this topic, you are able to create a date range filter.

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