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Set the date range for a report
Set the date range for a report

How to set what dates you want to report on.

Updated over a week ago

When you build a widget in a report, you can set the date range for it. For example, if you want a report to look at figures from today and the last 7 days.

You need to drag and drop the calendar field into the X-Axis for graphs, or the 'columns' box for tables.

You can set this as:

  • Days

  • Months

  • Weeks (Mon-Sun)

  • Weeks (Sun-Sat)

  • Quarters

  • Years

When you click the calendar fields you inserted, you can set what you want the date range to be.

For example:

  • This month

  • Last month

  • Other - this option presents the option to select a specific month/day/week etc.

AND

  • The prior, for example, 11 months

  • The next, for example, 11 months

📎NOTE: The option Period end: gives you the ability to update all widgets on the report in one click.

For example, if you change this to January 2024, then this would affect the base month your widget looks at.

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