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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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