Filter Dashboard by Date Range
Use preset and custom date ranges to change what time period the dashboard reports on and bookmark filtered views.
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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