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Use the date filter to show only records or letters within a certain period. This helps when you need to find something from a specific day or week.
1

Where to set the date

The date filter is usually near the top of the dashboard or list. You can pick a date range (from and to) or use presets such as today, this week, or this month.

Choose from and to dates, or use a preset (e.g. This week). The filter applies to the current list or dashboard view.

Date filter or date range picker
2

After filtering

The list shows only items within the selected range. Clear or change the date to see a different period.

Clear the filter to see all dates again.

List filtered by date

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Next steps

Workflow Status Tabs

Switch between workflow statuses.

Clinic / Consultant Filters

Filter by clinic or consultant.