Filter Dashboard by Date Range

Use preset and custom date ranges to change what time period the dashboard reports on and bookmark filtered views.

Written by Ava MartinezUpdated over a month ago4 min readBeginner

What this guide covers

This guide explains how to use the date range filter on your JobsiteOn dashboard. You will learn about preset ranges, custom date selection, how filtering affects every section of the dashboard, and how to bookmark a filtered view.

Where to find the date filter

The date range filter button is in the top-right corner of the dashboard header, next to the greeting and current date display.

Screenshot: Dashboard header showing "Good morning, Mike" with the current date and a date range button reading "This Month" with a calendar icon and dropdown arrow

Available preset ranges

Click the date range button to see these presets:

Preset	Date range covered
Today	Current day only
This Week	Monday through today
This Month	First day through last day of current month
Last Month	Full previous calendar month
This Quarter	Current three-month quarter
This Year	January 1 through today
Last 30 Days	Rolling 30-day window
Last 90 Days	Rolling 90-day window

Tip: Use "Today" for your morning check-in to see what is on the schedule. Switch to "This Month" for weekly team meetings and "This Quarter" for business reviews.

Selecting a custom range

Click the date range button
Select Custom at the bottom of the preset list
A calendar picker appears with two months side by side
Click the start date, then click the end date
Click Apply

Animation: The date range dropdown opening, the user clicking "Custom", a two-month calendar picker appearing, the user clicking March 1 then March 15, and clicking "Apply" with the dashboard numbers animating to reflect the new range

What changes when you filter

Every data-driven section on the dashboard respects the selected date range:

Revenue card -- Recalculates to show revenue for the new period
Pending Quotes card -- Filters to quotes created in the period
Outstanding Invoices card -- Shows invoices created in the period
Job Pipeline -- Filters pipeline stages to the selected period
Active Jobs table -- Shows jobs active during the period

Note: Sparklines on KPI cards always show six months of history regardless of the selected range. The sparkline provides long-term context while the headline number reflects the filtered period.

The URL updates with your selection

When you change the date range, the browser URL updates to include the selected dates. This means you can:

Bookmark the URL to return to the same dashboard view later
Share the URL with a colleague to show them the same data
Use browser back to return to your previous date selection

Screenshot: Browser address bar showing the URL with date parameters: "app.jobsiteon.com/dashboard?from=2026-03-01&to=2026-03-29"

Practical filter scenarios

Scenario	Recommended filter
Morning standup: what is on the plate today	Today
Weekly team meeting performance review	This Week
Monthly revenue tracking	This Month
Comparing this month to last month	Switch between This Month and Last Month
Quarterly business review	This Quarter
Year-to-date performance snapshot	This Year

Tip: Get in the habit of switching filters during different parts of your day. Start with "Today" in the morning, check "This Week" at midday, and review "This Month" before leaving.

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