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.