Date Filtering

HeroJournal provides flexible date filtering to help you focus on achievements from specific time periods, perfect for quarterly reviews or annual performance cycles.

Filter Modes

Click the date filter button (calendar icon) to access filtering options:

Using the Filter

All Time (Default)

Shows all achievements regardless of date. This is the default view.

Specific Date

1. Select Specific Date from the filter type
2. Choose a date from the date picker
3. Only achievements from that exact day are shown

Date Range

1. Select Date Range from the filter type
2. Choose a start date
3. Choose an end date
4. Achievements within the range (inclusive) are shown

Month

1. Select Month from the filter type
2. Choose the month (January - December)
3. Choose the year
4. All achievements from that month are shown

Quarter

1. Select Quarter from the filter type
2. Choose the quarter:
   • Q1 (January - March)
   • Q2 (April - June)
   • Q3 (July - September)
   • Q4 (October - December)
3. Choose the year
4. Achievements from that quarter are shown

Year

1. Select Year from the filter type
2. Choose the year
3. All achievements from that calendar year are shown

Results Count

When a filter is active, the results count shows:

• Number of achievements matching the filter
• Total achievements in parentheses

Example: “5 achievements in Q3 2024 (23 total)”

AI Chat Integration

The date filter also affects the AI chat panel:

• AI only sees achievements matching your current filter
• This helps focus AI suggestions on relevant time periods
• The context indicator shows which achievements AI can reference

Tips for Review Periods

Quarterly Reviews

1. Set filter to the relevant quarter
2. Review all achievements in order
3. Export filtered results for your review document

Annual Reviews

1. Set filter to the full year
2. Or use custom date range for non-calendar review periods
3. Consider filtering quarter-by-quarter to ensure complete coverage

Custom Review Periods

If your company uses non-standard review periods (e.g., April - March):

1. Use Date Range filter
2. Set your custom start and end dates
3. Apply the filter

Empty States

If no achievements match your filter:

• A helpful message indicates no results
• The filter controls remain visible
• You can easily adjust the filter to find achievements