Entering a relative date range (in a report writer)

Our company's B2B web app includes a simple report writer where advanced users can save simple reports that other users can run. Currently, every report includes a date range that users must fill in when running the report.

Our report-saving users would like the ability to define reports that pre-define a relative date range, to enable reports like "Sales for the previous month" or "Transactions in the last 30 days" where users who run reports won't have to enter the date range every time.

I've found good ideas (on UX.SE and elsewhere) for entering relative dates, but I'm stumped about UX for entering relative date ranges.

Some example date ranges I'd like to enable:

  • Today (0:00 today through now)
  • Yesterday (0:00 - 23:59:59 yesterday)
  • In the last 90 minutes (relative to now)
  • In the last 7 days (relative to now)
  • In the last 7 days (meaning full days: 0:00 8 days ago through 23:59:59 yesterday, but not including today since it's not done yet)
  • The 4th quarter of last year
  • Last week (Sunday through Saturday)
  • 4 weeks ago (Sunday through Saturday)
  • Jan 1 2016 through Jan 15 2016 (even though our advanced users want relative date ranges, absolute date ranges are still the most common use-case!)

My initial idea is to use a dropdown box to choose various date range options, including:

  • Range - absolute range would still be the default since it's the most common case
  • Choices for each of the top 4-6 most common relative cases e.g. Yesterday, Today, Last Week, Last Month, etc.
  • A "Relative Range" option to handle less common cases like "the last 30 minutes" or "4th quarter of last year".

But I'm stumped on what that "Relative Range" UX could be. Got suggestions?

I'm particularly struggling with the fact that ranges can either be aligned on boundaries (e.g. last month meaning the 1st through the last day of the month) or not aligned on boundaries (e.g. 90 minutes ago relative to now). How to help the user express which option is desired? And in the bounded case, how can the user declare what the boundary is (e.g. hour, day, etc.)?

The users who are saving reports in our system are smart but often very non-technical. Many don't even have good Excel skills. They are certainly not programmers. UX simplicity will be important for success here.


Category: dates Time: 2016-07-30 Views: 0

Related post

  • Bug? When selecting a date range within product report, an order report is generated instead 2014-07-22

    Within the CartThrob Order Manager, on the product report tab, under the the initial report, there is an option to choose a date range. When I select a date range and generated the report, an order report is generated instead. Is this a bug? --------

  • How do I retrieve the sum of values within a date range without Crystal Reports summing up every value in that column? 2016-01-19

    My goal is to retrieve the sum of all transactions carried out by a business over a period of time which can be specified by the user. The transactions are stored on a table which holds a decimal value accompanied with a date. See an example below ID

  • Calculate Revenue based on Date Range 2013-06-21

    I have a Custom Object that has a start date and an end date. I want to run a report that will calculate revenue based on the overlap between the report filter time period and the date range. For example, if start_date = 1/1/2013, end_date = 4/30/201

  • How to present presets relating to a date range picker 2011-02-16

    We are developing a date ranger picker and are in doubt how to present preset time periods. The scenario is this: EITHER the user utilizes a preset period, e.g. Next 7 days Next 3 months Latest 7 days Latest 3 months OR s/he specifies a From and a To

  • Site Web Analytics Reports Date Range 2013-06-03

    I am trying to get web analytics for a specific site (not site collection). More specifically the "Top Visitors" report. However I am trying to get this report for a range of 1 year instead of the default 30 days. I am aware I can change the dat

  • Why does Kaseya's reporting mechanism for tickets make you specify the date ranges twice? 2014-03-05

    In the Info Center in Kaseya, when I create a new report about my tickets, I have to specify the date range for the tickets twice; Once when I build the report, specifying the criteria and once when I run the report, this is completely redundant. Whe

  • Question about Matrix report - How to group by two dates(date range) 2014-03-17

    Hi I am not well versed with SF reports and wanted some help with a matrix report that I am trying to put together. Lets say I have a custom object to store records that have a start date and end date. This object is a child object in a Master-Detail

  • Looking for a macro solution to download Amazon reports based on date ranges 2016-01-14

    Here is a demo of what we need done: http://imgur.com/erQN2oG Basically this is an Amazon report for a specific date range. The date ranges are contained in the URL so we can replicate that in an Excel spreadsheet. What we need is for a tool to go to

  • Link sub reports to main report date range 2016-01-26

    Using the desktop Crystal Reports Version 11. I have 2 sub reports that need to run using the same date range as the main report uses. The main report uses a date field in the Select Expert where I use an Is Between set of values. I can link set the

  • SQL Performance Reports - but for a date range 2016-01-29

    SQL Server comes with very handy "performance" reports: in SSMS - right-click the server - "reporting" - "Standard" - you see many useful reports, like "Top queries by Total CPU time", "Top queries by average I

  • Issues with VB6 and crystal reports 5.0 for date range filtering 2016-02-09

    I am currently having troubles for date range filtering. What I am trying to do is to get a start date and end date for a visit log. I am using MS Access 97, crystal report 5.0, Jet 4.0. The date format stored in the table is (MM/DD/YYYY) or the shor

  • Converting crystal report code to Oracle SQL query for date range 2016-02-12

    I have a crystal report date range that is used for a time sheet. (something I inherited) I am looking for help on how to change this into part of my sql query out of Oracle for a SSRS report Today - Round((((Today - Date (1998,11,23 ))/14) - Truncat

  • What date picker controls are available to enter a date range inside a custom web part? 2011-12-02

    I have a custom web part that executes a SharePoint search query and displays the results. I'd like to add controls to the web part so that users can select a date range (ie. start date and end date) to filter the results by. I'd like it to be the ki

  • Views report for Ubercart Order product totals for date range? 2015-03-06

    I have been trying to create a view that will provide me with the total number of each product SKU ordered within a specified date range. Let's say there were three orders within the specified date range: Order 101 Product ABC - Qty 1 Product XYZ - Q

  • Use angular-relative-date only within a 2 week time range 2016-02-18

    I'm using angular-relative date to make my dates relative. https://github.com/wildlyinaccurate/angular-relative-date I want to be able to limit the relative dates to a 2 week window i.e. today + 1 week and today - 1 week. This is the way the filter i

  • Best way to enter/display relative time in a text box 2015-08-12

    In a reporting client I'm working on now, there is a need to filter data by different conditions, among which are conditions based on date/time. Decided, that user first selects a predicate from a drop-down menu, then enters an absolute or relative d

  • Search for files after a relative date using Windows search 2010-03-14

    I am looking for a way to save a search that includes a relative date. Specifically I am looking for a way to save a search that matches files that have a modification date that is 7 days ago. I have read the Windows Search Advanced Query Syntax docu

  • Better way for users to select a date range 2010-09-30

    In my application, users select a date range for which results are required. The UI looks something like this: My users don't like this, because the date picker requires them to select a specific date. This is far more precise than they require - mos

  • How to create letter with related data? 2012-12-20

    I want to create a letter that can be sent via email or saved as PDF (or in the worst case exported as csv). The data for the letter comes from the following related objects: The important object is Session. You enter the sessions the Partner has, wi

iOS development

Android development

Python development

JAVA development

Development language

PHP development

Ruby development


Front-end development


development tools

Open Platform

Javascript development

.NET development

cloud computing


Copyright (C) avrocks.com, All Rights Reserved.

processed in 0.885 (s). 13 q(s)