Working with dates

Date filters select records from a specific time period, such as bookings in the last year. You can use fixed dates, ranges relative to today, and financial dates such as years, halves, and quarters, where your system supports them.

Add a date filter

You filter by a date range in the same way in audiences and dashboard filters.

To add a date filter:

1. Add a date variable to your filter.

2. Choose how to use the date range:

   • Is: Selects only the records in the date range
   • Is not: Leaves out the records in the date range

3. Choose a type of date range, and set the range.

Choose a type of date range

You can set a date range in three ways.

Fixed range

A fixed range has a start date and an end date that don't change.

Dynamic range

A dynamic range uses a predefined range, such as The Last Year, which moves with the current date.

Last Year and The Last Year are listed separately, as are Next Month and The Next Month. Ranges that start with "The" are relative to today. So The Last Year goes back a year from today, up to yesterday. Last Year is the whole of the previous calendar year: in 2023, it's every day of 2022.

You can also mix a fixed start or end date with a relative date, such as 1 January 2023 to today.

Custom rule

A custom rule builds a range from a starting point and an amount of time, which gives you the most flexibility.

Set From (Start of) and To (End of) to one of:

• Today
• Tomorrow
• Yesterday
• This week
• This month
• This quarter
• This year

Then choose to move Backwards or Forwards by a number of days, weeks, months, quarters, or years.

Preview the date range

After you set a date range, a preview shows what the range covers today.

Edit a date range

When you apply the date range, a summary of it appears in the filter. Select the summary to edit the range. The dialogue opens with the current range.