Dashboard
Business and Date Filtering
How the Dashboard date picker and business filter work, including quick ranges, custom ranges, all-time mode, saved preference behaviour, and URL memory.
The Dashboard filters live at the top of the page. The date picker controls the reporting window for most financial widgets and charts, and the business filter controls which businesses feed into the page at all.
Date Picker Options
- Quick ranges: The quick options include Today, Yesterday, This Week, Last Week, This Month, Last Month, Last 12 Months, and All Time.
- Custom range: Use this when the quick options do not match the exact period you want to review.
- All Time: This clears the normal start and end dates and shows the widest available history instead.
- Apply: The Dashboard only refreshes after the date picker is applied.
What the Date Range Changes
- Financial widgets: Revenue, tips, net cash flow, trend charts, and service-based revenue views all use the selected range.
- Total Revenue comparison: The comparison badge only appears for certain quick ranges such as This Week, Last Week, This Month, and Last Month. It does not show for All Time or an arbitrary custom range.
- Not every widget is date-based: Some widgets stay current snapshots rather than becoming historic views. Jobs by Status is one example.
Business Filter
- Business: Use this to restrict the Dashboard to one business or a chosen set of businesses.
- Access-aware: The filter only becomes useful when you are working across multiple businesses. Work Planner also respects whether your role can view dashboard metrics for each one.
- No-access message: If the current business selection does not include any businesses you can view on the Dashboard, Work Planner shows a clear message instead of empty widgets.
Saved State
- Date preference: Your selected quick date option is saved to your dashboard preferences.
- URL memory: The Dashboard keeps its filter state in the page URL as well, so reloading the page or sharing the exact state is easier.
- Practical effect: If you always open the Dashboard in a particular reporting window, Work Planner tends to bring you back to that view rather than resetting every time.
Related articles
- Dashboard Overview: Covers the rest of the page around these filters.
- Revenue and Financial Summary Cards: Useful when you want to understand how the chosen date range affects the money widgets.
- Upcoming Scheduled Jobs: Useful when checking work against the current business selection.
- Jobs List: A good next step when the Dashboard shows work that needs a closer look.