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akankshag132342
Level 2
August 25, 2016
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Changing Global Date Filter

  • August 25, 2016
  • 1 reply
  • 2249 views

Hi,

Can anyone tell me the steps to change the global date filter in search portfolio view? I am unable to do it somehow. 

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    Best answer by nidhik

    Hi Akanksha,

    On Portfolio view, click on the current date range on top right of the table, you can select the date range from the options in the list or specify the range be selecting the custom date range option, dates should be entered in the following format 'MM/DD/YYYY', also to compare the data with other date range , you can select a check box next to 'compare with' and click apply. 

    Hope this helps.

    Regards

    Nidhi

    1 reply

    nidhik
    nidhikAccepted solution
    Level 4
    August 25, 2016

    Hi Akanksha,

    On Portfolio view, click on the current date range on top right of the table, you can select the date range from the options in the list or specify the range be selecting the custom date range option, dates should be entered in the following format 'MM/DD/YYYY', also to compare the data with other date range , you can select a check box next to 'compare with' and click apply. 

    Hope this helps.

    Regards

    Nidhi

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