How to use custom calendar?
Introduction
Luna Wealth Platform added a new dynamic calendar.
When I can set custom Calendar?
New custom calendar settings are available in Filters of most objects of the system, for example, in Portfolios, Positions, Transactions…etc.
Open Filters
![](../__attachments/3416850440/Screenshot%202022-09-13%20at%203.16.46%20PM.png?inst-v=e7cfaaed-5e35-41d4-ab6d-084baa0fb6c2)
2. Choose field with type Date or Date & Time and click on “=
"
![](../__attachments/3416850440/Screenshot%202022-09-13%20at%203.19.31%20PM.png?inst-v=e7cfaaed-5e35-41d4-ab6d-084baa0fb6c2)
📗 USE CASE EXAMPLE: As a User I want to have a view which shows every day all transactions with Trade date = Yesterday
Open Transactions → Go to Filter Manager. Choose filed “Trade time” and operator “Equals”. Click on option “Custom”.
![](../__attachments/3416850440/Screenshot%202022-09-08%20at%2011.54.44%20AM.png?inst-v=e7cfaaed-5e35-41d4-ab6d-084baa0fb6c2)
The system displays current date and buttons “Past” or “Future”. Chose “Past” and set Today - 1. Click Apply to implement changes.
![](../__attachments/3416850440/Screenshot%202022-09-08%20at%2012.08.29%20PM.png?inst-v=e7cfaaed-5e35-41d4-ab6d-084baa0fb6c2)
![](../__attachments/3416850440/Screenshot%202022-09-08%20at%201.06.42%20PM.png?inst-v=e7cfaaed-5e35-41d4-ab6d-084baa0fb6c2)
Save your changes in filters as a custom view (see https://help.lunawealth.com/kb/How-can-I-manage-views-and-set-groups,-filters-and-columns-in-the-system-%3F.3305242641.html )
As a result the system will display everyday all transactions that have Trade time= Yesterday
![](../__attachments/3416850440/Screenshot%202022-09-08%20at%201.08.12%20PM.png?inst-v=e7cfaaed-5e35-41d4-ab6d-084baa0fb6c2)
If operators Equals, Does Not Equals, Less Than, Greater Than are used, the system will display option and +/- N day(s) to current date
If operator Between is used, User needs to set +/- N day(s)to the start and end days.