How to: Filter by date

Filtering by a specific date range

When filtering is enabled on the Project, Worklist or Invoice screen, you can filter the report by a specific date range. 

1. Select Project, Worklist or Invoice from the main menu
2. Locate a Date column
3. Click thefilter icon next to the column name 

4. Choose an option from the date filter operators:

   • Greater Than: date occurs after set date

   • Less Than: date occurs before set date

   • Between: date occurs between set date

   • Equals: is the exact date set

   • Does Not Equal: date is not the set date
     
     

5. Enter date/s by typing directly or selecting in the date picker
6. Click on Clear to clear your date range

Saving the filter as a view

1. Click the Save button
2. Select an option from the Choose an action pop-up:
   • Select Save current view to save over the view you started with
   • Select Create a new user view to save a new filter only visible to you
   • Select Create a new organisation view to save as a new filter visible to all users in your organisation
3. Enter a filter name
4. Click the Create button
5. The new Filter Report will appear at the top of your window.

Note: Filters can be created on the Projects, Worklists and Invoices pages.