Filtering by Dates

Updated 1 year ago by Andrew Skegg

Filtering by dates in the ChekRite portal is incredibly flexible and powerful. Using our date filters you can narrow down the records displayed to find the records that you need. You can save these date filters as part of a saved view, or use them in live links and scheduled tables.

Date ranges can be entered in a number of ways:

Manually selecting a date range,
Typing natural language dates in the the filter.

Manually specifying date ranges

When filtering date fields you can type the date range directly into the filter.

Note: The dates are in YYYY-MM-DD format or D MMM YY format (e.g. 8 Feb 2023).

Alternatively, you can select the start and end dates from the pop-out calendar view.

Using natural language date ranges

An easier way to enter dates is to use our natural language date filters, which provide a more intuitive method of defining date ranges. For example, "today" specifies you only want to display records matching today's date.

Note: Dates are always calculated relative to when they are evaluated, so specifying (for example) "next month" in a filter will always return the following month from now. This is useful if you want to run a report on documents which expire sometime in the following month, for example.

We provide a number of terms which can be used.

Term	Notes
`today`	The current day
`tomorrow`	The current day + 1
`yesterday`	The current day - 1
`now`	The current date and time
`midnight`	00:00 am
`noon`	Midday or 12:00 pm
Year - `2023`	The year.
Month - `Feb` or `February`	The month either in short or long format.
Day - `8` or `Fri` or `Friday`	The date or day in short or long format.

Natural language date ranges

Our natural language engine also supports date ranges. For example, if you want to see all documents expiring sometime next month you can specify "start of next month until end of next month".

For example:

Start of next month until end of next month
Start of previous month until end of next month
Start of this year until end of this year

Specifying simply "next month until end of next month" will result in 1 month from today's date until the end of the next month, which may not be what you intended.

Terms

Term	Notes/Examples
`beginning`	The beginning of time. In other words, the very first date.
`forever`	The end of time. In other words, the very last date.
`start of`	Used in conjunction with other terms absolute and relative terms. e.g. `start of Feb` or `end of this month`
`end of`	Used in conjunction with other terms absolute and relative terms. e.g `end of this week` or `end of Feb`
`this`	The current period. e.g. `this month`, `this week`, `this year`
`next`	The future period e.g. `next week`, `next Tue`, `next Feb`
`previous`	The past period. e.g. `previous month`, `previous Friday`, `previous week`
`year`	Used with other relative terms like `this year`, `next year`, `previous year`.
`month`	Used with other relative terms like `this month`, `next month`, `previous month`. So if today is the 8th of February, next month refers to 8th March. So `today until next month` refers to the period from 8th Feb until 8th March.
`day`	When used with relative terms is: `this day` - the current day `previous day` - the current day minus 1 or yesterday `next day` - the current day plus 1 or tomorrow
`week`	When used with relative terms is: `start of this week` - the Sunday at the beginning of this week `today until end of next week` -
`hour`	When used with relative terms is: `next hour` - the current hour plus 1 `previous hour` - the current hour minus 1 `this hour` - the current hour
`minute` or `min`	When used with relative terms is:

Advanced Terms

You can also specify more advanced date ranges using the natural language system. For example, if you want to filter a list of documents to display those that will expire sometime in the next three months:

"start of next month until +3 months end of month"

Specifying simply "start of next month until +3 months" will result in a range starting from the first of the next month and ending three months later after today (so if today is the 9th, your filter will end on the 9th three months from now).

There are some more advanced terms that you can use in your filters.

Term	Notes/Examples
`<first/second/..../twelfth/last> month of`	set month, could be used with year combination like `sixth month of next year`
`<first/second/..../twelfth/last> week of`	set week, could be used with year combination like `sixth week of next year`
`<first/second/..../twelfth/last> day of`	set day, could be used with year/month/week combination like `sixth day of next year`, `sixth day of next month`, `sixth day of next week`
`<first/second/..../twelfth/last> day of`	set day, could be used with year/month combination like `sixth Mon of next year`, `last Tuesday of next month`
`<first/second/..../twelfth/last>` (short or full name of day) `of`	set hour, could be used with year/month/week/day combination like `sixth hour of next week`, `last hour of next year`
`next hourprevious hourthis hour``<first/second/..../twelfth/last> (min or minute)`	set minute, could be used with year/month/week/day/hour combination like `sixth minute of next week`, `last minute of next year`
`<number> (years/months/weeks/days/hours/minutes) ago`	minus specified number of unit from date
`(+/-) <number> (years/months/weeks/days/hours/minutes)`	add or minus specified number of unit
`raw time`	sets time, like 1am, 2pm, 14:13, 7:5, 1:13 am