How to Implement Date Range and Current Year Month Filters for Leave Records in Pega Constellation Using Only Start Date and End Date Fields?

User Experience
1

Hi Team,

I have a leave management use case in Pega Constellation.

I am displaying leave records in a table with the following columns:

  • Employee Name
  • Start Date
  • End Date
  • Total Days

Each record represents a leave period. For example, if a user applies leave from 10-Jul-2026 to 14-Jul-2026, the table stores:

Name Start Date End Date Total Days
User A 10-Jul-2026 14-Jul-2026 5

Requirement 1: Date Range Filters

I need to provide two filters above the table:

  • From Date
  • To Date

Users can select any date range, and the table should display employees whose leave period overlaps with the selected date range.

Example:

  • From Date = 12-Jul-2026
  • To Date = 15-Jul-2026

The leave record from 10-Jul-2026 to 14-Jul-2026 should be returned because part of the leave period falls within the selected date range.

Since I only have Start Date and End Date fields (and not individual leave dates), what is the recommended approach in Pega Constellation Insights/Reports to implement this overlapping date-range filter?

Requirement 2: Month Filter (Current Year Only)

I also need a Month filter that displays only the months of the current year (January through December).

When a user selects a month, the table should display all leave records that fall completely or partially within the selected month of the current year.

Examples for July (Current Year):

  • 10-Jul-2026 to 14-Jul-2026 → Should be displayed
  • 28-Jun-2026 to 03-Jul-2026 → Should be displayed
  • 29-Jul-2026 to 05-Aug-2026 → Should be displayed

The logic should return any leave record that overlaps with the selected month, even if the leave starts in the previous month or ends in the next month.

Again, I only have Start Date and End Date fields available.

What is the best way to configure this requirement in Pega Constellation Insights? Is there a recommended reporting/filtering approach to handle month-overlap scenarios using only Start Date and End Date fields?

Any guidance or best practices would be appreciated.

Thank you!

2

Requirement 1:

The promoted filters with date field and display as Advanced will provide this option OOTB. User can choose how they want to apply the filter.

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Its not exactly the same as your requirement but a this can be used to filter over date ranges.

3

Thank you for your inputs @VVNagaSaiN I tried this, but my expectation here is user can select the From Date and To Date alone just from Calander so based on that results should display.

4

@VemulapudiB17750633 are you in the User Experience Expert Circle? I would like to move this under that area, so it can be found with other Constellation questions. However, if you are not a member you won’t be able to respond (until you join), so don’t want to just move on you.

Please let me know if you join and i’ll move.

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5

@MarcCheong - Just Joined
Please move this to User Experience Expert Circle

6

For requirement 2 as well, there is a similar config in Insights, using Display as Custom in the filters. Again, its the same thing that you need to select month twice. One for Start Date and one for End Date.

OOTB List views and insights allow us to filter only based on the property values. So, for each column that we need to be filtered, we need to select a value for it.

The other option where this can work is inside a case. There we can define the required fields on the screen. Then, configure a query field to render a table based on the data page that takes above fields as parameters. Now, as they are parameters to your data page, you can have your logic inside your RD to apply those filters to both the columns.