Selecting a Period or Date Range for Reporting
By default, reports show data for the current period. With the date picker you can quickly select a pre-defined reporting period, specify the number of days to report on, or choose a range of days from the calendar.
The date box at the top-left of the report shows the reporting period. Use the arrows to navigate to a previous or next period.
Click the date box to select select a custom period and change the dates.
Picking dates on the calendar dynamically updates the From and To date fields.
Your report is generated only after you click Apply, reducing processing time when you are working with large amounts of data.
Select a Current or Recent Period: In the Periods list at the right, select a pre-defined period, and navigate to the last or next period.
Specify a monthly reporting period in another year, or several months earlier: Click PERIODS> at the top-right of the date-picker to navigate to the desired year, then a select the period. Click <BACK to return to the PERIODS view.
Select a user-defined period: Click the desired start date and end date on the calendar. You can also type directly in the fields.
If a second monthly period is activated, a drop-down arrow next to Period will allow you to select it.
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