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Setting a date range or period on work stack filters
Setting a date range or period on work stack filters

Some stack types offer options when it comes to setting a date range

Written by Raymond Carrel
Updated over a week ago

Work stack templates can be filtered to show results for a given date range.

The date range is based on the date on which the stack is run - it is not relative to the date of stack template creation.

Sliding date range (rolling date range)

The default option is a sliding date range. This allows you to select a unit type e.g. days, months, and set a number of past units and future units.

Here we have set a unit type of months, past units of 2, and future units of 0. This means that we will see all sales orders created within the last two months.

By doing this you are creating a sliding window of time by which to filter.

A practical examples would be an expiry stack filtered to show expiries from the last three or six months, making sure you never miss an expiry. You can set the timescale based on how long the sales process is for each product type.


Some stack types offer another option with regards to date filtering.

Switching to period date selection allows you to show filter on dates for the current period i.e. today, this week, this month, this quarter, or this year.

Switching between the two options

Click the button - either Switch to period or Switch to sliding range - to toggle between the two modes.

Some stack types do not offer the latter.

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