BI Tool Date Range

 

The Date Range screen is an option from the Data Sources screen (see BI Tool Data Sources).

 

A screenshot of a data source

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Figure 67: Data Sources > click menu button to access Date Range.

 

Use Date Range to define a default date range for this report for the Main level of this Data Source.

Use this to filter report information by a certain field, Range (which you can select from the drop-down menu such as Current Week, Month or Year-To-Date, etc.), or a Custom Range which can be set using the From: and To: fields.

Of note, the Year-to-Date filter begins at the start of the year and runs to the end of the current month.  For example, if you apply the Year-to_Date filter on August 21st, the filter criteria will consider to the end of August.

 Press OK to apply the filter and re-display the report with the filter applied.

Graphical user interface, website

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Figure 68: Date Range screen

 

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Click to exit the screen without saving changes.

Click to save the changes and exit the screen.