Date filter is an in-built option in the application that allows you to either perform certain actions or analyze data concerned with a chosen period. Date filters are scattered over the whole application and there are two versions of data filter.
Date picker is a tool that help you select the date of performing a particular task. It is available in the whole Communication, Data Management and Automation module.
Date picker takes form of a calendar and in order to select a specific date just click it on the calendar.
Date picker is available in:
- Dynamic content
Due to the nature of messages sent to customers which are in most cases one-shot activities, the date picker allows you to pick only one date (e.g. when you send email, text messages, notifications). However, some forms of communication such as dynamic content or promotions are continuous actions therefore you may select start and end date of them on the date picker.
Date range picker
Date range picker serves more advanced purposes as it narrows down and lets you customize the date ranges you select. At first it lets you choose a general date range and then adjust additional filters to customize the date scope.
You may find date range picker in the Analytics module while creating funnels, segmentations, trends, metrics, histograms, aggregates, expressions or reports. It’s not the only place where you can find it, as it is also available in client filter on the CRM list and in dashboards within the application.
Step 1. Choosing a general time range
You can pick the general time range in several ways.
Pick the dates by means of a calendar. Click a starting and end date and the days and/or weeks between these dates will be marked with blue color.
You can choose a relative date filter. If you choose a definite date range, like last week, then the fields Last and Before are automatically filled with number 1. It means that the system considers only a week prior to the current one. The current week is not counted in this case. You can change the configuration and put 0 in the field Before. Then previous week as well as current one will be included. In this case it will be a Custom date range. There are many periods to choose from. Assuming that today is the 15th of March 2019, then:
- This year - This period covers the time from the 1st of January 2019 to today.
- Last year - It is a period from the 1st of January 2018 to 31st of December 2018 (11.59 PM).
- This month - It is a period from the 1st day of current month until today (e.g. the 1st of March until today - 15th of March 2019)
- Last month - It is a period that covers whole previous month from the first to the last day (e.g. the 1st of February to 28th of February 2019)
- This week - It is a period from the first day of the week (Monday) until today.
- Last week - It is a period from Monday to Sunday (11.59 PM) week prior to the current one.
- Last 3 months - It is a period that concerns three months aback without the current one that started already (in this case it will be from the first of December 2018 to 28th of February, 2019).
- Last 6 months - It is a period that concerns six months aback without the current month that started already (in this case it will be a period from the 1st of September 2018 to 28th of February 2019).
- Lifetime - This filter considers the period since the beginning until now.
When you choose dates from the calendar by yourself without relative date range, you can specify the exact time (hours and minutes) from and to which the time filter will be active. To do this, click button Select time. If you choose one date, for example, 15th of March, you can narrow down the date range to exact time from 4 to 7 PM.
This way you can choose the general time range.
Step 2. Adding a date filter
It is an optional step that will allow you to narrow down the scope of the general time range you have chosen. You can choose a period between 15th of May to 20th of June and narrow this range to Fridays between 11 AM to 2 PM and Wednesdays between 5 and 6 PM.
This filter enables you to pick the days of the time of the day in which the filter will be active. While you choose a certain period, for example between the 15th of May to 20th of June and you can choose that it will be active then only from 1 PM to 6 PM.
This filter enables you to pick the days of the week in which the filter will be active. While you choose a certain period, for example between the 15th of May to 20th of June and you can choose Mondays and Wednesdays.
This filter enables you to pick the days of the month or the week in which the filter will be active. You can either determine particular days in the month or days of the week. You can create rules within the filter concerning the scope of daily and hourly activity. Example: Create a rule that activates the filter in the first, fifth and tenth day of the month from 10 AM to 3 PM
You can choose the order of the days. You can either display days of the month or the week from the first to the last day or from the last day to the first one.
Click the selected dates to choose the time during a day the filter will be active.
You can create subsequent rules concerning various days from the general period you have chosen in the step 1.