TABLE OF CONTENTS

• Overview
• Procedure
• Date Filter Formats and Examples
• Here is a video of the above procedure

Overview

This guide will describe how to add a preset date filter to a memorized report. This filter is used to auto-populate the "To Date" and "From Date" on a report filter to "X" days prior to today's date.

If you are unfamiliar with memorized reports, check out this article: https://helpdesk.rite.us/en/support/solutions/articles/67000669642-memorizing-a-report

Procedure

1. Find the report you would like to either create a memorized report for, or the memorized report you would like to change.
   
   
2. Make your desired changes, and in the date filters, use the tables below to determine what dynamic dates to use (they must be entered exactly the same, use image below as reference). Once done, click on the bookmark icon and either select "New" or "Update" to create / change the memorized report.
   
   
3. Adjust the title and category as needed and save the report.
   
   
4. Go back to the home screen by clicking "Home" on the top left. Then find your report in the report catalog and open it.
   
   
5. Verify that the dynamic dates populate correctly. NOTE: The dates may not populate until you click the search button.

If the wrong dates appear, open the memorized reports and re-enter the dynamic dates and use the update button mentioned in step (2) to save the changes.

Date Filter Formats and Examples

Filter by DAY

Filter by MONTH

Here is a video of the above procedure

TAGS: Default filter, Date filter