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How to use Period filter?

A short, simple guide that explains how to use the filter found on every dashboard.

Period

The Period card at the top right sets the time window, for example “In the last 6 months”. The dates of the selected window are shown on the card. Click the card to open the period menu.

It has two tabs, Manual and Relative.

Relative is the default tab. Use it for a window that moves with today’s date, so it stays up to date every day.

  1. In the first list, choose Last (the period before today), This (the current period) or Next (the coming period).

  2. Enter a number, for example 6.

  3. Choose a unit: Days, Weeks, Months or Years. The Calendar options (Weeks (Calendar), Months (Calendar), Years (Calendar)) use whole calendar weeks, months or years instead of counting back from today. For example, Months (Calendar) takes full calendar months.

  1. Keep From set to Today, unless you need another starting point. Use Offset by to move the window back or forward by a number of units. Leave 0 for a normal window.

  2. Click Apply. The window on the Period card changes, and the figures and charts update.

Manual is for a fixed window with exact dates. Open the tab, pick the start date and the end date in the calendar, and click Apply. The window stays the same until you change it.

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