Customize report date range

By default, system reports show the most recent month's data. You can regenerate the report with a different date range.

Go to Reports

1. Navigate to a report.

2. In the upper-left corner of a report:

   • Select a date range from the dropdown menu.

     • Today
     • Month to date
     • Quarter to date
     • Year to date
     • Last month
     • Last quarter
     • Last year

   • Or select Custom to set a custom date range by entering start and end dates.

The report repopulates with the new date range.