This article walks you through filtering the Dashboard by a dynamic (rolling) date range, such as "90 days from today."
Use Case
A user wants to see all contracts with an Agreement Date within a rolling window, for example, agreements signed in the last 90 days, rather than a fixed date range that would need to be manually updated over time.
Prerequisites
| Features |
Dashboard |
| Permissions |
Any Ironclad user with Dashboard access |
Relative Date Conditions
In addition to fixed comparisons, Date filters support relative (rolling) ranges:
- Trailing windows (e.g., Last 30 Days, Within 90 Days, 180 days or more): A count of days relative to today, either looking back, within a range, or beyond a threshold.
- Calendar period to date (e.g., Month To Date, Year To Date): From the start of the current period through today.
- Named periods (e.g., This Quarter, Last Year, Next Quarter): A calendar period relative to the current one.
Filter a Dynamic Date Range
To filter a dynamic date range:
- In the Dashboard search bar, click Filters > All filters.
- Select Agreement Date (or another Date field) as the filter.
- In the condition dropdown, select a relative/dynamic option, such as Last 7 Days.
- Perform your search.
Available Date Filters
- Agreement Date
- Anniversary Date
- Autorenewal Cancellation Date
- Created Date
- Current Turn Start Date
- Date Executed
- Effective Date
- Event Date
- Executed Date
- Expiration Date
- Prediction Date
- Renewal Opt Out Date
- Review Step Completed Date
- Sign Step Completed Date
- Superseded Date
- Supersession Effective Date
- Terminated Date
- Termination Effective Date
- Updated Date
- Workflow Completed Date