This guide explains how to generate reports for custom date ranges, allowing you to access data from any period, including those extending beyond the current year.
Step-by-Step Guide
- Navigate to Reports in the main sidebar and select the desired report from the list above.
- Click on the date range filter field (e.g., the field showing “Aug 1, 2025 – Aug 31, 2025”).
- In the calendar window that appears, click the Custom tab.
- Use the navigation arrows to select the desired year and month, then click to choose your specific start date and end date.
- Click Apply.
- Click the Show results button to generate the report for your selected historical range.
