Filtering reports by date range

Most of Capitan's reports can be filtered by date — for example, the Check-Ins report by check-in date, or the Customers report by account-created date. Each date filter offers three options: no date filter, a relative date range (like "Last month"), or a fixed date range (specific calendar dates).

Relative ranges are especially useful for Saved Views and Emailed Reports, because they stay current: a report set to "Last month" always shows the previous month, no matter when you open it or when it's emailed.

Choosing a date range

Open a report and click "Edit Filters". In the date range section (for example, "Check-In Date" on the Check-Ins report, or "Account Created Date" on the Customers report) you'll see three choices:

• No filter — the report includes every date.
• Relative date range — pick a range like "This month" that is recalculated each time the report runs (see below).
• Fixed date range — enter a specific "On or after" and/or "On or before" date.

Relative date ranges

A relative range describes a period relative to the current date — "this month," "last week," and so on — rather than a set of fixed calendar dates.

Three things are true of every relative range:

1. It's recalculated each time the report runs. The range is worked out fresh every time you open the report, and every time an Emailed Report is sent, based on the current date. "Last month" viewed in March covers February; viewed in April, it covers March. You never have to update the dates.
2. It uses your location's time zone. "Today," and the start and end of each day, are determined by your organization's time zone — not by the time zone of whoever happens to be viewing the report.
3. Both ends are included in full. A range covers whole days, from the very start of the first day to the very end of the last day. (The one exception is "Last 24 hours," which is measured to the exact current time rather than in whole days — see the note below.)

What each option means

A worked example

To see exactly how each option is calculated, here is what every range would cover if today were Wednesday, 11 March 2026:

A note on "Last 24 hours"

Almost every relative range is made up of whole calendar days: it starts at midnight at the beginning of the first day and ends at midnight at the end of the last day, in your location's time zone. "Today," "Yesterday," "This month," and the rest all work this way.

"Last 24 hours" is the one exception. Instead of whole days, it's a rolling window measured to the exact current time: it covers from 24 hours ago up to right now. If you run a report at 2:30 PM, "Last 24 hours" covers 2:30 PM the previous day through 2:30 PM today. Run the same report an hour later and the window moves with you.

Use "Last 24 hours" when you want a precise one-day-back window to the minute (for example, "everything since this time yesterday"). Use "Today" or "Yesterday" when you mean a whole calendar day from midnight to midnight.

"This month" and "Last month" in detail

These two are the most commonly used, and the most commonly misunderstood, so they're worth spelling out:

• "This month" means the whole current calendar month — from the 1st through the last day — not "the last 30 days." In the example above, on 11 March it covers 1–31 March, even though most of that month is still in the future. It always begins on the 1st.
• "Last month" means the whole previous calendar month. On any day in March, "Last month" covers all of February (1–28 February in 2026, or 1–29 February in a leap year). It does not shift day by day.

Because these follow the calendar, their length naturally varies — "Last month" is 28, 29, 30, or 31 days depending on the month. If you instead want a steady rolling window that always ends today, use one of the "Last … days" options (for instance, "Last 31 days" for roughly a month).

A note on weeks and quarters using the same logic:

• Weeks are full seven-day weeks. Choose the "starting Monday" or "starting Sunday" variant to match how your location thinks of a week. "This week" is the week that contains today (so part of it may still be upcoming); "Last week" is the complete week before it.
• Quarters are the standard calendar quarters: January–March, April–June, July–September, and October–December. As the example shows, "Last quarter" can fall in the previous year.

Fixed date ranges

Choose "Fixed date range" to filter on specific calendar dates that don't change. Enter an "On or after" date, an "On or before" date, or both. Both dates are inclusive and cover whole days in your location's time zone — so "On or before 31 March" includes everything up to the end of 31 March.

Use a fixed range when you want an exact, unchanging period — for example, a single past event, or a closed accounting period.

Keep in mind that a fixed range never updates. If you save it in a Saved View or an Emailed Report, that report will keep showing those same dates every time — which is usually not what you want for a recurring report. For anything you'll revisit or have emailed on a schedule, a relative range is the better choice.

Saved Views and Emailed Reports

Relative ranges are what make recurring reports stay relevant:

• A Saved View set to "Last month" shows the previous month whenever you open it.
• An Emailed Report set to "This week (starting Monday)" sends that week's data each time it's delivered — ideal for a weekly or monthly summary that should always reflect the latest period.

If you applied a fixed date range instead, the Saved View or Emailed Report would keep showing the original calendar dates rather than moving forward over time.