July 2023

Advanced Reports Filters on Android

Our advanced reports feature on Android has been revamped to provide you with a more personalized and effective way to filter your reports. This article will guide you on how to use the date filters available: Daily, Monthly, Quarterly, Yearly, and Custom.

Date Filters:

When you select a business report, you can access the date filters by tapping on the date range selector icon on the top left of your screen. Here are the filter options:

  • Daily: If your selected business report has a column for Day-to-Day (MTD) values, you will see a "Daily" filter option. By default, the filter is set to the current day. The date format will be 'dd mm yy' (for example, '16 Jan 22').

  • Monthly: This is the default filter for all reports, unless a daily filter exists for the report. Every time you revisit a report, it will default back to the monthly filter.

  • Quarterly and Yearly: When switching to these filters, the current quarter or year will be selected by default.

  • Custom: This filter allows you to select a custom month range.

Using the Daily Filter:

  1. Select a business report with a MTD column.
  2. Tap on the date selector to see the filter dropdown menu.
  3. Select "Daily" from the dropdown menu. The current day's date will be set by default.
  4. To change the date, use the calendar widget. The business report will update to show only records from the selected day.
  5. Tap 'Apply' to update the report, or 'Cancel' to return to the previous date.

The left and right arrows allow you to navigate through the days. The right arrow will be grayed out if the current date is the day of usage.

Using Custom Range:

  1. Select 'Custom' from the filter dropdown menu. The 'From' month selector will be set to the current month by default.
  2. After selecting a month in the 'From' field, you will automatically be taken to the 'To' field, with the current month selected as the 'To' field.
  3. The 'Apply' button will become active as soon as you move to the 'To' field.
  4. If you choose 'Cancel', you will return to the previously filtered report. The next time you select 'Custom', all options will reset to their defaults.

Note: The monthly filter is always the default selection when re-opening a report, regardless of the previous filter used. The custom filter does not save past selections.

Remember that if you experience any difficulties or have further questions, our support team is available to assist you.