Date Ranges

Date Ranges can be rolling dates, for example, last month or specific dates, and can be managed at a Widget level or at a Dashboard level:

  • Dashboard - Leave Blank
    Displays data for the last 12 months, unless a Date Range is selected within a Widget.

  • Dashboard - Specific Date Range
    Displays data for the specified Date Range, unless a Date Range is selected within a Widget.

  • Widget - Leave blank
    Displays data for the last 12 months, unless a Date Range is selected when viewing the Dashboard.

  • Widget - Specific Date Range
    The Date Range overrides any dates defined in the Dashboard.

  • Widget - Report Date

    The Report Date option enables the data to be father refined:

    • All - This returns all dates, for example, if Last Year was the Date Range, the Widget displays entries for all twelve months. *
    • Earliest - This returns the first months data, for example, if Last Year was the Date Range, the Widget displays data only for January. *
    • Latest - This returns the latest months data, for example, if Last Year was the Date Range, the Widget displays data only for December. *

    * This assumes there is data present for all 12 months.

Note - The Widget Date Range always overrides the Dashboard Date Range.

To use Date Ranges these need to be specified first in the Dashboard.

Add a Date Range

  1. From the Reporting Dashboard, after creating a new Dashboard, or when editing an existing Dashboard, select Date Range from the toolbar.

  2. Select Add to enter a new Date Range.

  3. Enter a Description, for example, Last Year.

  4. Optionally, select Global to make the Date Range selectable in other Widget Dashboards.

  5. Select the Date Type.
    • Latest
      This selects the latest extract date.
    • Pre-Set
      Select from the drop-down list:
      Current Month, 1 month to 12 months ago.
    • Calendar
      Select from the drop-down list:

      Quarter 1-4 of the current year, Current year, Quarter 1-4 of the previous year, Previous year.
    • Financial
      This is based on the Financial year range (April to March).
      Select from the drop-down list:
      Quarter 1-4 of the current year, Current year, Quarter 1-4 of the previous year, Previous year.
    • Custom
      Custom sets a specific date range, select the Calendar to set the From Date and To Date.

  6. Select Ok to set the Date Range.
  7. Add further Date Ranges as required.
  8. Use the Arrows to move the Dates Ranges up or down to set the display order.

  9. Select Done to save, and X to close.

Managing Date Ranges

  1. From within your Dashboard select Date Range from the toolbar.
    The Date Range pop-up displays.

  2. Select Edit to make changes to your Date Range and update as required.
  3. Alternatively, select Delete to remove your Date Range.
  4. Select Done to save.