---
title: "Filtering Reports by Date | Metaintro"
canonical: "https://www.metaintro.com/help/filtering-reports-by-date"
language: "en"
author: "Metaintro"
published: "2026-09-30T09:42:09.747Z"
modified: "2026-09-30T11:13:03.910Z"
---

# Filtering Reports by Date

Change the date range on any Analytics tab to see your program's engagement, activity, progress and outcomes for the period you need.

Last updated: September 30, 2026[Enterprise](/help/category/enterprise)

Paste it into Claude, ChatGPT, Codex, Cursor or Pi.

## See the Numbers for the Period That Matters

Monthly check-ins, quarterly board updates and grant reports all need numbers for a set period. The date range on each Analytics tab lets you pull exactly that window.

## Step 1: Open Analytics

Select Analytics in the left-hand menu. Choose a tab: Engagement, Activity, Progress or Outcomes.

## Step 2: Pick a Date Range

Select the date range at the top right, for example Aug 30 - Sep 28, 2026. Choose one of the presets:

- Today or Yesterday
- Last 7 days, Last 30 days, Last 90 days or Last 12 months
- This month or Last month
- This year or Last year

For anything else, choose Custom range and pick the start and end dates on the calendar.

![Filtering Reports by Date - Step 2: Pick a Date Range](https://cdn.metaintro.com/rs:fill:1200:675/q:85/plain/images/framed-filtering-reports-by-date-1.png)
## Step 3: Read the Results

The cards and charts on the tab update for the range you picked. Cards with a "vs last month" figure show how the period compares.

## Frequently Asked Questions

**Can I filter by office, program or case manager?**

Not today. Analytics shows your whole organization. If you need a breakdown, email support@metaintro.com.

**Can I compare two periods?**

Some cards show a change against last month. For other comparisons, check each period in turn.

**Can I export what I see?**

Report exports are coming soon.

## What to do next

- [Reading Your Outcome Dashboard](https://www.metaintro.com/help/reading-your-outcome-dashboard)
- [Exporting Reports (CSV and PDF)](https://www.metaintro.com/help/exporting-reports)
- [Preparing Data for WIOA and Grant Reporting](https://www.metaintro.com/help/preparing-data-for-wioa-and-grant-reporting)

## Need Help?

Need numbers for a specific group of members? Email support@metaintro.com.

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