Using the Date Range and Currency Filters

The Dashboard has two main filters in the top right corner that control what data you see. Understanding how to use them helps you get exactly the view you need.

The Date Range Filter

The date range determines which time period the Dashboard analyzes.

Available Options

Click the date range dropdown to see your options:

  • Last 30 days — Recent activity, good for weekly check-ins

  • Last 90 days — Medium-term view, shows quarterly trends

  • This year — Year-to-date performance

  • Custom range — Pick any start and end date

Default Setting

The Dashboard defaults to Last 90 days. This gives you a meaningful sample of data without going too far back.

How It Affects the Dashboard

When you change the date range, everything on the Dashboard recalculates:

  • Business Health Summary — Status based on the selected period

  • KPI cards — Totals for the selected period

  • Trend charts — Show data points within the period

  • Module summaries — Activity counts for the period

  • Recent activity — Events within the period

The only section not affected is the Yearly P&L Calendar, which always shows a full year at a time (with its own year selector).

Choosing the Right Date Range

Different ranges serve different purposes:

Last 30 days:

  • Quick health check

  • See immediate results of recent activity

  • Useful for weekly reviews

Last 90 days:

  • Better for trend analysis

  • Smooths out short-term fluctuations

  • Good default for regular monitoring

This year:

  • Year-to-date performance

  • Helpful for annual planning

  • Best for seeing the big picture

Custom range:

  • Compare specific periods (Q1 vs Q2)

  • Analyze performance during a particular challenge

  • Prepare data for a specific reporting need

The Currency Filter

If you have accounts and transactions in multiple currencies, the currency filter lets you focus on one currency at a time.

How It Works

Click the currency dropdown to see your options:

  • All Currencies — Shows data for all currencies (default)

  • Individual currencies — USD, EUR, GBP, etc. (only currencies you've used appear)

What Happens When You Filter by Currency

When you select a specific currency:

  • KPI cards show only that currency's totals

  • Trend charts show only that currency's data

  • Module summaries filter to accounts in that currency

Important: This filters the display—it doesn't convert currencies. Selecting "USD" won't convert your EUR payouts to dollars; it will simply hide the EUR data from view.

When to Use Currency Filtering

Use "All Currencies" when:

  • You want a complete picture of your business

  • You're reviewing overall health

  • You trade primarily in one currency anyway

Filter to a specific currency when:

  • You want to analyze performance in a particular market

  • You're preparing currency-specific reports

  • You need to reconcile with a specific account

Combining Both Filters

The date range and currency filters work together. For example:

  • Last 30 days + USD — Shows only USD activity from the past month

  • This year + EUR — Shows all EUR activity year-to-date

  • Custom range + All Currencies — Shows everything for a specific period

This combination lets you drill down to exactly the view you need.

Common Filter Scenarios

"Why don't I see my recent payout?"

Check the date range. If your payout was approved yesterday but you're viewing "Last 30 days" starting from 31 days ago, it might not be included. Try "Last 30 days" or expand your custom range.

"My numbers look lower than expected"

Check the currency filter. If you're viewing "USD" but most of your payouts were in EUR, the USD view will be lower. Switch to "All Currencies" to see everything.

"I want to compare January to February"

Use custom date ranges:

  1. Set January 1-31 and note your numbers

  2. Change to February 1-28 and compare

"I need to see my full trading history"

Set a custom range starting from when you began using the platform, or use "All time" if available. This shows your complete recorded history.

Filters Don't Change Your Data

These filters only change your view of the data. Your actual records remain unchanged. Whether you're viewing Last 30 days or This year, the underlying data is the same—you're just choosing which slice to examine.

Next: The Yearly P&L Calendar →