Filtering Reports By Date

All standard reports come with the option of filtering your data based on the date.

This defaults on every report to the last 7 days (including today).

 

 

To select the date range of data you would like to see, you can use the date picker filter. You can select from a drop-down of predefined date ranges, or you can select a custom date range.

 

For certain Call Tracking reports, you can also choose to compare date ranges.

For example, in your Call Overview report on your Dashboard Report.

 

 

Select Compare Date Range.

 

 

Tick the checkbox for Compare To: and then select your choice of custom dates or previous period.

 

 

Previous Period will match your selected Custom Date Range day for day. For example, if you select a date range of 6 days, this will match against the 6 days immediately previous to your selected range.

 

Custom will match the exact dates you have selected against your Custom Date Range, regardless of the number of days in each selection.

 

A completed form could look like this:

 

 

 

And the new report generated looks like this:

 

You can now see there are 2 listings for each call status type.

 

 

You can exclude one or many of these results by clicking the coloured chip next to that key at the bottom of your graph.