Date Filters
Under Review
August 05, 2025
It would be very useful if Broker Engine’s reporting module included additional date filter options to allow for easier period-on-period comparisons. Specifically:
1. Compare to Same Period Last Year — A toggle option that automatically compares the selected date range to the equivalent period from the previous year. This would make year-on-year performance tracking seamless.
2. Last 12 Months — A dynamic filter that always pulls data from the most recent rolling 12-month period.
3. Last Calendar Year — A filter option to report on data from the full previous calendar year (e.g., 1 Jan 2024 to 31 Dec 2024), regardless of the current date.
These enhancements would greatly improve business insights and performance reviews without needing to manually adjust date ranges every time.