Select a date range

Each report in the portal contains a dynamic date selector, which features a calendar that displays with the current month and the last month by default. There are also preset selection options on the right side of the calendar. Access this date selector by clicking inside the From – To field in the report's screen.

Navigate the calendar

Use these tips to navigate the on-screen calendar:

• You can use the < and > icons beside the month to go backwards and forwards one month at a time. 
• You can click the month at the top of each calendar and select a year from the drop-down list that appears. 

Select a single date

To select a single date for your report:

• Click on a single date in the calendar. 
• Click the Today option in the list of presets on the right side of the screen. 

Select a date range

Selecting a date range involves clicking and dragging in the calendar. Follow the instructions below to select a date range for transactions. 

1. In the calendar navigate to the month in which you wish to search. 
2. Click on the starting date for your search. A blue circle will appear on your starting date.
3. Holding down the left mouse button, drag your mouse cursor to the date on which you wish to end. Notice that your date range is shaded in a slightly different colour as you drag the mouse.
4. Click on the date on which you wish to end.  Another blue circle will appear around the end date. In our example here, note that we are searching from January 1 to January 28. 
   
5. Click the Apply button. 

Select a preset

The presets along the right side of the calendar are also available to help you quickly set a date range for your transaction search. Simply choose an option, then click the Apply button. 

Note:   These presets operate as of today's system date, so if today is April 29, 2022, then Yesterday would be considered to be April 28, and This month would be April 2022, and Last month would be considered March 2022, etc.  

Reset the dates

The date range you have selected appears in the bottom left corner of the calendar tool. Click on the X to reset the dates and begin a new search.