Date Range Filter on Pages

Overview

The Date Range Filter is a feature that allows custom Date ranges to be applied in real-time by the viewer of a Report in Decisions. A user applies this filter from a Report Viewer Page Component at runtime, allowing them to change the data displayed via Date. The following document demonstrates applying and utilizing a Date Range Filter on Pages in Decisions. 

Date Range Filters are not available for Reports that use data sources that are either a Flow or a Query. In these cases, a custom data source is recommended.

Example

1. CREATE a Page that contains a Report Viewer Control.
2. From the Properties of the Report Viewer, select PICK OR CREATE DEFAULT REPORT, then CREATE a new Report.
3. From the Report Designer, design a Report that utilizes the Account Data Source.
4. Under Data Fields, Add Email Address and Created On Date. Then, under Filters, Add a Date Range Filter. 
5. Change THIS YEAR to CUSTOM under SETTINGS > Date Range in the Properties of the Date Range Filter. Then, click APPLY. 
6. Under SETTINGS > Date Field, select Create on Date from the drop-down; Save and close the Report Designer and the Page Designer.
7. From the Decisions Studio, Add the Page to a Designer Project.
8. Navigate to the added Page via the tabs at the top of the Page. Then, via the CUSTOM DATE RANGE drop-down, set a Date Range by establishing a From and To Date, and click APPLY.
9. Verify that the Report is displaying entries within the defined Date Range. 

Date Range Filter and Multiple Components

A key capability of the Date Range Filter is its ability to control how multiple components, such as Reports and Charts, are filtered simultaneously. When a Custom Date Range is selected at runtime, all components referencing the same Date Field (e.g., Created On Date) are filtered accordingly.

For example, a Page can include two separate Reports: one with the isActive field set to True, and another with isActive set to False. If both Reports use Created On Date within their Date Range Filter, selecting a custom date range at runtime filters both Reports in sync according to the selected range.