Filter by date

Many lists and insight pages let you limit what you see to a date range. Look for Start date and End date, then Quick Range next to them.

Jump to a common range

1. Open the page you need — for example a survey Tasks insights or Table tab, Field Services, or Collections.
2. Click Quick Range.
3. Choose one of:
   • This year — 1 January of this year through today
   • Last year — 1 January through 31 December of last year
   • This season — your organisation’s current season
   • Last season — the season before the current one

The start and end dates fill in, and the table or charts update.

This season and Last season only appear if your organisation has seasons set up.

Pick your own dates

You can still set Start date and End date yourself. Quick Range is only a shortcut.