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docs: Document Quick filters dropdown for Reports#770

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Promptless:promptless/report-quick-date-filters-16205
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docs: Document Quick filters dropdown for Reports#770
promptless-for-oss wants to merge 4 commits into
mautic:7.2from
Promptless:promptless/report-quick-date-filters-16205

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Documents the Quick filters dropdown from mautic/mautic PR #16205: a dropdown next to the Reports date range filter offering preset ranges (Today, Yesterday, Last 7/30/90 days). Rebased onto 7.2 so the diff contains only the additive Quick filters section, independent of the #16204 relocation work (docs PR #753). Heading and inline label corrected to "Quick filters" to match the product UI string (mautic.core.quick_filters).

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Adds documentation for the Quick Filters dropdown feature from
mautic/mautic PR #16205: a new dropdown next to the date range
filter that provides preset date ranges (Today, Yesterday, Last
7/30/90 days) for quick filtering.
Comment thread docs/reports/reports.rst Outdated
- Opened by default - If you want to ensure that the date filters and filter options for any other Report filters are visible on a Report detail page without needing to open the filters drop-down, select Yes. For example, for an Emails Report, you might want to view dynamic filters for subject or sent date.
- Hide date range - To hide the date range filter so that Users can't change the dates that the Report displays data for, select to **Yes**.

Quick filters

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Added Quick Filters section documenting the new dropdown feature from PR #16205 which adds preset date ranges (Today, Yesterday, Last 7/30/90 days) next to the date range filter.

Source: mautic/mautic#16205

Comment thread docs/reports/reports.rst Outdated
- Opened by default - If you want to ensure that the date filters and filter options for any other Report filters are visible on a Report detail page without needing to open the filters drop-down, select Yes. For example, for an Emails Report, you might want to view dynamic filters for subject or sent date.
- Hide date range - To hide the date range filter so that Users can't change the dates that the Report displays data for, select to **Yes**.

Quick filters

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Set the heading and inline label to "Quick filters" (sentence case) to match the actual product UI string. The dropdown renders mautic.core.quick_filters, whose en_US value is "Quick filters", and the preset options (mautic.report.date.*) are Today, Yesterday, Last 7 days, Last 30 days, Last 90 days in reports.rst.

Source: mautic/mautic#16205

Comment thread docs/reports/reports.rst Outdated
@promptless-for-oss

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Thanks @adiati98! Both bits of feedback are now in the latest commit:

  • Added a brief note on where to find the Quick filters dropdown — on an individual report page, it sits on the right, above the table.
  • Added the report_quick_filters.png screenshot right after the section title, with descriptive alt text.

Let me know if you'd like any wording or alt-text tweaks.

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@promptless-for-oss please address the suggestions.

Comment thread docs/reports/reports.rst Outdated
Comment thread docs/reports/reports.rst Outdated
Comment thread docs/reports/reports.rst Outdated
- Move Quick filters section after Report options, before Exporting Reports
- Change header to h2 to match sibling sections
- Apply reviewer's suggested intro text (remove 'will')
- Fix alt text: drop 'Screenshot of', add trailing period
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Thanks @adiati98! I've addressed all three points:

  • Section placement & heading level: Moved the Quick filters section down so it now sits right after Report options and before Exporting Reports, and bumped its heading to h2 to match the sibling sections — it no longer breaks the report-creation flow.
  • Wording: Applied your suggested intro text (removed "will").
  • Accessibility: Updated the screenshot alt text to drop "Screenshot of" and added a closing period.

Vale is clean on the changed content. Ready for another look!

@adiati98

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Hi @andersonjeccel, can you please review the content in this PR? TIA! ✨

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