Setting time ranges for your reports

For most of your reports, you can select a date range for the data that the report shows. For example, you can choose a narrow date range for a focused view of orders over just a few days. Or you can choose a wide date range for a big picture of the orders that you've received over the whole year.

For reports that show data over time, such as the Sales over time and Customers over time reports, you can also choose the unit of time that the data is grouped by (for example, by day, month, or quarter).

Set a date range for a report

When you open a report, data is shown for a default date range. For example, the default range for some reports is Month to date. You can set the range to any other period, and the range that you set is kept as the default until you change it again.

To set a date range:

  1. Open a report.

  2. Click the date menu:

    Date menu

  3. Select a predefined date range or choose any other range by clicking on the calendars.

    Calendar

Group your report data by time unit

For reports that show data over time, such as the Sales over time report, you can select the unit of time that the data is grouped by. The grouping options that are displayed depend on the date range that you've selected. For example, if you select Last 30 days as your date range, you can choose to group your data by hour, day, week, month, hour of day, or day of week.

To set a time unit:

  1. Open a report that shows data over time.

  2. Click the Group by menu and select a time unit:

    Group by button

    If you select None, then no time unit is shown in the report.

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