📅 Appendix B: Date Filter Reference

Dynamic Date Selectors

Dynamic date selectors automatically adjust as time passes. Use these instead of fixed dates when you want reports to always show current, relevant data.

Day Selectors

Today
Yesterday
Tomorrow
Same Day Last Week
Same Day Last Month
Same Day Last Year

Week Selectors

This Week
Last Week
Next Week
This Week to Date
Last Week to Date
Same Week Last Year

Month Selectors

This Month
Last Month
Next Month
This Month to Date
Same Month Last Year
Last 30 Days

Quarter Selectors

This Quarter
Last Quarter
This Quarter to Date
Same Quarter Last Year

Fiscal Year Selectors

This Fiscal Year
Last Fiscal Year
This Fiscal Year to Date
Last Fiscal Year to Date
Same Period Last Year

Rolling Selectors

Last Rolling Week
Last Rolling Month
Last Rolling Quarter
Last Rolling Year
Last 7 Days
Last 90 Days

Quick Filter Buttons

ButtonShows Selectors For
YearFiscal year and calendar year options
QuarterQuarterly date ranges
MonthMonthly and period options
WeekWeekly date ranges
DayDaily options (today, yesterday)