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How to Set Date Range Filters on Dashboard

Overview​

Filter dashboard data to analyze specific time periods.

Steps​

1. Locate Date Picker​

  1. Go to Dashboard
  2. Find date range picker in header (top-right area)

Screenshot: Date picker opened

2. Click Date Picker​

  1. Click on the date range button
  2. Calendar and presets popup opens

Screenshot: Date picker opened

3. Choose Quick Preset​

Popular presets available:

  • Today - Current day only
  • Yesterday - Previous day
  • Last 7 Days - Past week
  • Last 30 Days - Past month
  • This Month - Month-to-date
  • Last Month - Previous month
  • This Year - Year-to-date
  • All Time - All historical data

Click any preset for instant filtering.

4. Or Select Custom Range​

For custom dates:

  1. Click on start date in calendar
  2. Click on end date in calendar
  3. Click "Apply" button

5. View Filtered Data​

  • All widgets update automatically
  • Date range shown in picker
  • Data recalculated for selected period

Success!​

Dashboard now shows data for your selected date range.

Date Filter Effects​

What Updates​

✅ All dashboard widgets
✅ Performance metrics
✅ Charts and graphs
✅ Statistics and totals
✅ Win rate calculations

What Doesn't Change​

❌ Account selection
❌ Template layout
❌ Widget arrangement
❌ User preferences

Day Traders​

📅 Today - Focus on current session
📅 Yesterday - Review previous day
📅 This Week - Weekly performance

Swing Traders​

📅 Last 30 Days - Monthly view
📅 This Month - Current month
📅 Last 3 Months - Quarterly

Long-term Analysis​

📅 This Year - Annual performance
📅 Last Year - Previous year
📅 All Time - Complete history

Quick Tips​

  • Date filter applies to entire dashboard
  • Changes persist during session
  • Resets to default on page refresh
  • Use presets for common ranges
  • Custom range for detailed analysis

Comparing Periods​

To compare periods:

  1. Note metrics for first period
  2. Change date range
  3. Compare with new metrics
  4. Use Reports page for side-by-side comparison

Document Version: 1.0
Last Updated: October 26, 2025