Date Ranges & Filters

Filter any report by date range to see exactly the period you need. Use quick presets or pick custom dates.

Date Range Picker

Every report screen includes a date range picker at the top. Tap the date range to open it and choose the period you want to view.

  1. Open Reports

    Navigate to the Reports screen from the menu.

  2. Tap the Date Range

    Tap the start or end date displayed at the top of the report to open the date range picker.

  3. Choose a Range

    Select a quick preset from the left column or pick a specific month from the right column. You can also tap a date to enter a custom value.

Note: Your date range selection is remembered between visits. The next time you open Reports, the same date range will be pre-selected.

Quick Presets

The date range picker offers quick presets so you can jump to common periods with a single tap.

Preset Period
Current Week First day to last day of this week.
Last Week First day to last day of the previous week.
Current Month First day to last day of this month.
Last Month First day to last day of the previous month.
Current Quarter First day to last day of this quarter (3-month period).
Last Quarter First day to last day of the previous quarter.
Current Year January 1 to December 31 of this year.
Last Year January 1 to December 31 of last year.

The picker also lists the last 18 individual months, so you can quickly select any recent month.

Custom Dates

When the presets don't match the period you need, you can set a custom start and end date.

  1. Tap the Start Date

    Tap the start date field in the date range picker to open a calendar. Select the day you want the report to begin.

  2. Tap the End Date

    Tap the end date field and select the last day you want included in the report.

Tip: For tax filing, set the date range to your full tax year (e.g., January 1 to December 31) using the Current Year or Last Year preset.

Other Filters

In addition to the date range, reports support several other filters to narrow down the data.

👤

Client

Filter to show data for a single client.

📋

Project

Filter by a specific project or job.

👤

Team Member

Filter by the assigned team member.

💰

Bank Account

Filter transactions by bank account (available on the Detailed report).

Note: All filters are remembered between visits, so you don't need to re-select them each time you open Reports.