Browser - Sales: Filtering by Date Range
Narrow your sales history to a day, a preset range, or a custom span
Overview
The Sales screen's filter bar includes a date range control so you can pull up orders from a specific day, a preset window like "Last 7 Days," or a custom span.
What it looks like
The date control sits in the filter bar, showing the placeholder text Select date range... until you pick one.
Filtering by date range
- On the Sales screen, click the date field in the filter bar (placeholder: Select date range...).
- A calendar opens with a list of presets on one side, including Today, Yesterday, Last 7 Days, Last 14 Days, Last 30 Days, This Week, Last Week, This Month, Last Month, Month to Date (MTD), and This Year.
- Click a preset, or select a custom start and end date on the calendar. The date field fills in as
soon as both dates are picked. Click OK to close the calendar.
- Click Search to apply the date range along with any other filters or search text you've set.
The order list does not change until you click Search — closing the calendar on its own doesn't run anything.
- Click Clear to remove the date range along with the rest of the filter bar and return to the default recent-orders view.
Common Questions
Does picking a date range run the search automatically?
No — after you pick a range, click Search to apply it to the order list.
Can I combine a date range with a payment method or search term?
Yes — the date range applies together with whatever else you've set in the filter bar (search text, payment method, location, terminal, employee) when you click Search.