How to Filter Reports by Date Range

Most reports in Argenta allow you to filter results by date range. Here is how to use date filters:

1. Open the report you want to run
2. Look for the Start Date and End Date fields in the parameters section
3. Click the date picker icon to select a start date
4. Click the date picker icon to select an end date
5. Click Run Report to generate filtered results

Common date filter scenarios:

• This month: Set start date to the 1st of the current month, end date to today
• Last month: Set both dates to cover the previous calendar month
• Year to date: Set start date to January 1st, end date to today
• Fiscal year: Set dates according to your organization fiscal year
• Custom range: Any start and end date combination you need

Tips:

• Leave both date fields blank to include all dates (no date filter)
• Filling in only one side is still a date filter. A record with nothing in that date field drops out as soon as you set either box, so leave both blank when you want those records included
• Reports remember your last filter settings during your session
• Use the Reset button to clear all filters including dates
• Date filters apply to the primary date field for that report type (donation date, event date, etc.)

A date range, with quick chips for the common ones.