Filter by Date Range

The Date range filter instructs the report to return only those schedules that started during the selected date range.

You can select one of the pre-configured filters listed below, or enter your own custom date range for the filter.

• 12 months-- Schedules started over the past 360 days.

• Last 6 months-- Schedules started over the past 180 days.

• Last 90 days-- Schedules started over the past 90 days.

• Last 30 days-- Schedules started over the past 30 days.

• Last 15 days-- Schedules started over the past 15 days.

• Today-- Schedules started on the current calendar day.

• Yesterday-- Schedules started on the previous calendar day.

• All-- All schedules in your account. The default view when you open the manage recurring payments screen.

To create an entry date filter, follow the steps below:

1. Click the down-arrow for the Date range field.

2. The date filter will appear as shown below:

   

3. Select the date range to filter.

1. To use a pre-programmed range, click the linked date rage. For example, to view schedules started within the last 15 days, click the “15 days” link.

2. To enter a Custom Date Range:

1. Place your cursor in the From field to open the calendar.

2. Click the day on which you want to start the filter, or enter the date in the field.

3. Place your cursor in the To field to open the calendar.

4. Click the day on which you want to end the filter, or enter the date in the field.

5. Click the “GO” button.
   NOTE: If you want to see one whole day of schedules, enter the same date in the From and the To fields.

4. The drop-down box will close, and the table will be filtered based on the date range you selected.

When selecting the From and To dates, you can navigate months using the forward and back arrows in the calendar. Or, click the month, year heading at the top of the calendar to change to a full year view. Advance years by using the left and right arrows, then click on the month to open the calendar page and select a specific day.

To clear the date filter, along with all other filters, click the “clear search” link in the top-right of the search navigation bar.

Next >