How to use the date picker

Overview

The date picker appears at the top of most data pages and controls which time period is shown. Use it to select a preset period, step forward or backward through periods, or enter a custom date or range.

Prerequisites

• You are logged in to Nuonic.

Steps

Select a preset period

1. Select the date picker button showing the current period name and date range.
2. Choose a preset, such as This month, Last quarter or Year to date. The list also includes financial-year and other to-date options.
3. The selected period applies immediately.

Step forward or backward

1. Use the < and > arrow buttons on either side of the date picker to shift the selected period by one step in either direction.
2. For example, if This quarter is selected, selecting < moves to the previous quarter.

Pick a custom date

1. Click the date picker button to open the dropdown.
2. Select Pick a date.
3. Click any date on the calendar to apply it.

Pick a custom date range

1. Click the date picker button to open the dropdown.
2. Select Custom date range.
3. Click the start date, then click the end date. The range is applied when both dates are selected.
4. To go back to the presets list, click Back.

Screenshots

The date picker shows the current period name and its exact date range. Use the arrow buttons on either side to step through periods without opening the dropdown.

Opening the date picker shows preset periods, plus options to pick one date or a custom date range.

Troubleshooting

• If data appears empty after changing the date range, check that records exist for that period.
• The date picker is synchronised across pages — changing it on one page updates it on others.

Related

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