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Selecting a report date range

Marisa Potgieter

Selecting a report date range

The Report Period dropdown in the input controls determines the time window for the data shown in your report.

Standard date ranges

There are several standard options available in the Report Period dropdown and may include additional options not listed here:

Option What It Covers
Today Data for today only.
Yesterday Data for yesterday only.
Yesterday and Today Data spanning yesterday and today.
Current Week Starts on Sunday of the current week and runs up to today (month-to-date equivalent for weeks).
Last 7 Days A rolling 7-day window up until yesterday. Does not include today.
Last Full Week The previous completed week, starting on Sunday and ending on Saturday.
Week of Current Year Works with the Week/Month/Year input where you can select which week of the year must be shown.
Current Month Month to date, from the 1st of the current month up to today.
Last Full Month The previous completed calendar month in its entirety.
Month of Current Year Works with the Week/Month/Year input where you can select which month of the year must be shown.
Year-to-Date From January 1st of the current year to today.

Specific Period Selections

These options work together with the Week/Month/Year dropdown:

  • Week of current year: Select a specific week number. Only one week can be selected.
  • Month of current year: Select a specific month. Only one month can be selected.
  • Year: Select a specific year. Only one year can be selected.

In this example there are only 4 months available, since the current month is April:

If you create a schedule using one of these specific period selections, the schedule will always return data for that exact week, month, or year. It does not roll forward automatically.

Custom Date Selection

Use the custom date picker to define a specific start and end date for any range not covered by the standard options.

Depending on this selection the calendar will let you select dates or subsequent date inputs.

Choose one of these options from the dropdown list:

  • Between - shows data between a specified start and end date.
  • On - choose one date, e.g. 16 January 2026.
  • Before - choose one date and show data before, e.g. 10 February 2026.
  • After - show available data after a specific date.
  • Last - specify the number of years/quarters/months/weeks/days/hours - e.g. Last 2 weeks (starting Sunday). Choose if you want to include the current week by checking the box.

  • Next - specify the number of years/quarters/months/weeks/days/hours - e.g. Next 1 weeks (starting Monday).Choose if you want to include the current week by checking the box.

  • Current - specify the current year/quarter/month/week starting Sunday/week starting Monday/day/hour. Choose if you want to include the week/month/quarter or year to date by checking the box.

Schedules created with a custom date range will always return data for that exact range. The dates do not shift forward with each delivery.

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