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How to set a dashboard date range

Modified on Wed, 23 Nov 2022 at 11:47 AM

To define a permanent date range for documents to be included in your dashboard:

1. Open an existing dashboard or create a new one.

2. Open the configuration view by clicking on the cog wheel icon.

3. Click the Date range filter field. Define the following filters in the dialogue box:

Days in the pastThis is the most common way of using this filter. Simply set the number of days in the past that includes all active documents and any archived documents that have been created or archived within these days.

You can also use this to set:

Start date: Set the start date for the date range.

End date: Set the end date for the date range. 

4. Click OK to confirm the settings or Clear search filters if you want to clear all filter settings.

5. Click the Save button at the top of your dashboard.

Note:When you save a date range behind the dashboard cogwheel, it is a permanent setting. Therefore it is most common to use the Days in the past filter to display, for example, the most recent 90 days of Journals.

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