Set a date range in Documents

The date selector, on the left-hand side of the content header, is where you set the dates and interval for documents that appear in your page. The date selector defines the range of documents that appear based on their original published date. If available to you, some document category pages define the range of documents by reporting period instead.

The date selector consists of two input fields, one labelled From and the other labelled To. The From date acts as the start of a date range, and the To date acts as the end of that date range. 

To set the From and To dates you can do the following:

• Manually enter the dates in the designated format in the fields under From and To.

• Select the calendar icon in each field and click a date in the calendar or the shortcuts menu that appears.

For the From date, shortcuts include:

• Beginning of this year

• Beginning of last month

• Beginning of last quarter

• Beginning of last year

For the To date, shortcuts include:

• Today

• End of last month

• End of last quarter

• End of last year

When you first sign in to Client Portal the From date is automatically set to a year prior to the current date, and the To date is either set to the current date or the latest date you have permission to choose.