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Customizing reporting periods and visualization date ranges
Customizing reporting periods and visualization date ranges
Use calendar controls to customize the selected date period on reports and select visualizations
Justin Kearney avatar
Written by Justin Kearney
Updated over a week ago

This information relates to the legacy Reporting module, currently being modernized into reporting features available within the dashboard itself. Once this modernization has reached feature parity and reports have been migrated, the legacy module will be decommissioned in favor of the modern, dashboard first reporting experience. Reporting is only available for users on Dexibit's Growth or Enterprise pricing plans.

When you creating or editing a report, you can choose:

  1. The default reporting period of the data you wish to view for the entire report (for example, if you’d like to view data across the month by default)

  2. Adjusted dates later to differ on a per visualization basis

On a per visualization basis, you can select:

  • Fixed date range (the visualization always shows the same dates, no matter when the report is sent – for example, ‘always show Jan – Dec 2010’)

  • Dynamic date range (the visualization shows a number of days before or after the report is sent – for example, ‘show the last 7 days’)

  • Standardized date range (the visualization shows a set period before or after the report is sent – for example, ‘show the quarter remaining’)

Default reporting period

The default reporting period is formed as part of the report’s overall settings, configured at the time of creation. This information, including the default reporting period, is also editable by clicking the edit report icon next to the report’s title.

When editing a report, the report design canvas will automatically show the last default reporting period from today. This date range is visible under the report title.

Adjusting the date of a visualization

To adjust the date of a visualization, toggle ‘Configure panels’ from the top horizontal menu bar.

Once the report is in configuration mode, you’ll see chart appearance, custom date and query filter options on the top right of various visualizations.

Click the calendar icon to customize the chart date range.

From the drop down, select whether you wish to select a fixed, dynamic or standardized date range.

If you’ve selected a fixed date range, select the from and to date.

If you’ve selected a dynamic date range, select whether the visualization should reference historic or forecast (used for automating forecasts) data, then how many days before/after report delivery the time period should reference.

If you’ve selected a standardized date range, select whether you wish to use a date range by week, month, quarter or year and whether you wish to use the last period, period to date, next period or period remaining for that range.

When you’re ready, click Apply to complete.

To remove a custom date range from a visualization (whereby the visualization will simply reference the reports date range), click Remove.

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