Displaying filter date values in the report output

Dylan Cooke-Tonnesen shared this question 33 days ago
Answered

Hi

We have a report that we export to Excel (XLSX) and PDF to send to our customers. What we would like to do is display the filtered date range on the report.

For example, just say I apply a date filter - “This Calendar Month to Date”


I would like there to be a field on my report that shows – Date Range: 1/10/2020 – 26/10/2020


and if I select “Last Calendar Month” this must show – Date Range: 1/09/2020 – 30/09/2020


Is this possible and how do I do this?

Comments (1)

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Hi Dylan,

The filters don't generally show the date range if you're using the predefined filters as you've mentioned.

You could look at creating a calculated field to show the date range or first and last dates which you could drop into the report and then possibly elect to remove duplicates on that column so it only appears once.

I hope that helps!

Kind regards,

Chris

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Thanks, Chris - I will try this out

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Hi Chris

What if I change the filter from predefined to just the normal calendar selection - is there a calculation I can use for this?

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Hi Dylan,


Just jumping on this one while Chris is out. If you go into the Filter Formatting Options for the Report, you can toggle Display Value Filters, which will display at the top of your Charts/ Tables when you export them to XLSX.


Let me know if this is what you are after.


Kind regards,

Simon


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Awesome thanks Simon

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Hi Dylan,


Not a problem.


I'll go ahead and mark this as closed, feel free to leave a comment to re-open and I will get back to you shortly.


Kind regards,

Simon

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