How to Use the New Date Filters in Web Reports

Using the new date range feature is straightforward. Follow these steps to generate your report:

1. Select your Report: Navigate to the reporting section of your platform (PL, AL, or ML) and select a report, such as the Members Payment Summary.

2. Select a column to filter and define your Dates: In the dropwdown you will see all the date columns in your report; you can select the one you want and use the date picker in the filter panel to select your desired 'From' and 'To' dates.

3. Apply Filter: Click the Apply button.

   • Note: If you see a blue banner, it’s simply a reminder to select your dates before the system fetches the data.

4. Review your Results: The data will load automatically, sorted with entries at the top.

   • Note: If you see an orange banner, try widening your date range, as there were no records found for the specific days you selected.