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.

Procedure

1. From the dashboard, click on the "Reports" tab and click on the memorized report you want to add the date filter to.
   
   
   
2. Make sure the "From" date and "To" date filters are present and have a date selected. It doesn't matter which date is selected, as long as neither of them are blank.
   
   
   
3. Click on the Memorized Report icon, or "Bookmark" icon and select "Update".
   
   
   
4. At the bottom of the page, find the URL box then select the entire link and copy it.
   
   
   
5. Open a notepad file, word document or any program that will display a page of text and paste the URL you copied in step 4.
   
   
   
6. Search the URL for fromDate and toDate. These are the two filters we'll be changing.
   
   
   
7. Once you find the filters, look for the section that looks like this:
   .Value=XXXXXXXXXX&Filters
   "XXXXXXXXXX" might be any combination of letters/numbers/special characters
   
   
   
8. Select everything from the RIGHT of the "=" symbol after Value and to the LEFT of the "&" symbol before Filters and delete it.
   
   
   
9. In its place, type either DAYSPREVIOUS:X , DAYSPREVIOUSEND:X ,  MONTHSPREVIOUS:X , or MONTHSPREVIOUSEND:X where "X" is the number of days/months you want to go back. This value can be any number you want, including 0. (Refer to the tables at the end of the article for definitions and examples)
   
   
   
10. Select the entire new URL and copy it.
    
    
    
11. Go back to the Memorized Report configuration page then select the entire old URL and delete it.
    
    
    
12. In its place, paste the new URL you copied in step 10.
    
    
    
13. Click "Save".
    
    

To view the report with the new filters:

1. Go to your dashboard.
2. Go to Reports --> Then click on the memorized report you just saved. The report should now have the filters you set.

If the wrong dates appear, you may need to go back into the memorized report and adjust the number of days you set in the filter.

Date Filter Formats and Examples

Filter by DAY

Filter by MONTH

Here is a video of the above procedure

TAGS: Default filter, Date filter