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Rolling Date Filters

Overview

Rolling date filters have been enhanced to allow users to include the current time period within rolling date selections.

For example, users can now filter data using options such as:

  • Last 3 months including this month
  • Last 12 weeks including this week
  • Year to date including today

This makes date filtering more flexible for live reporting and ongoing performance analysis.


What Has Changed?

Users can now:

  • Include the current period in rolling date filters
  • Create more dynamic date ranges
  • Build reports that automatically stay up to date
  • Reduce the need for manual date updates

Best Practices

We recommend:

  • Using rolling filters for dashboards viewed regularly
  • Checking whether the current period should be included before sharing reports
  • Using consistent date logic across related dashboards

Where This Applies

This functionality affects:

  • Dashboard filters
  • Saved Vizualisations
  • Reporting date controls
  • Dashboards

How to Use Rolling Date Filters

  1. Open a dashboard or report
  2. Select the date filter
  3. Choose a rolling date option
  4. Enable the option to include the current period
  5. Apply the filter

Example Use Cases

Examples include:

  • Last 6 months including this month
  • Quarter to date
  • Month to date
  • Last 30 days including today

This is particularly useful for ongoing performance monitoring and live dashboards.


This article was created by Grace. If you have any questions or need a hand, feel free to reach out to us at team@askbosco.io

May 2026