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Filtering by Date Range

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Bytimothy A
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Overview: 

Filtering by Date Range allows users to view data within a specific time period. By selecting a start and end date, users can analyze metrics such as sales, activity, or performance for a defined timeframe, making it easier to track trends and evaluate results.

Follow these steps to filter by date range: 

Step 1: On your Dashboard, navigate to the Sales tab under the Sales section, then click it.

Step 1: On your Dashboard, navigate to the Sales tab under the Sales section and click on it.

Step 2: Navigate to the Sales tab.

Step 2: You will then navigated to the Sales tab.
Step 3: To continue, click the calendar button located above the sales category.
Step 3: To continue, click the calendar button located above the sales category.
Step 4: A pop-up window will appear, allowing you to select the date range to begin with.
Step 4: A pop-up window will appear, allowing you to select the date range to begin with.

Step 5: Once you’ve chosen the date range, click Done to apply the filter.

Step 5: Once you’ve chosen the date range, click Done to apply the filter.
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Step 6: You can now see the sales report chart displaying the data for your selected date range.

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