The date filter in Dashboards and Reports gives you control over which time period your data reflects. Pick one of the ready-made presets for the most common comparisons, or switch to Manual control for full-year views, multi-year views, and custom rolling windows built around your specific needs. Whether you're tracking performance in real time or setting up a scheduled report, the right date setup makes your data meaningful.
Benefits
- Set up a Period over Period (PoP) or Year over Year (YoY) comparison in one click, no date math required
- Compare performance across time periods without manually adjusting dates each time
- Switch to Manual control any time a preset doesn't fit what you need
- Define rolling date windows that stay accurate in scheduled reports
- Skip irregular periods (like pandemic years) by selecting only the years that matter
- Spot long-term trends by combining multiple years in a single view
Quick Presets
Open the Date range filter and you'll see a list of ready-made presets. Each one pairs a time period with its comparison automatically, so you don't need to work out the dates yourself:
- Last quarter vs. previous quarter
- Last quarter vs. same quarter last year
- Last month vs. previous month
- Last month vs. same month last year
- Last week vs. previous week
- Last week vs. same week last year
- Last 15 days vs. previous 15 days
- Last 15 days vs. same 15 days last year
- Last 30 days vs. previous 30 days
- Last 30 days vs. same 30 days last year
These cover the most common PoP and YoY comparisons, so most people never need to touch a manual setting. Pick one and your dashboard or report updates right away.
Manual Control
Need something the presets don't cover? Select Manual control from the Date range filter to bring back the Selected date and Compared date pickers. Everything you could do before is still here: comparing full years, combining multiple years, skipping irregular periods, and building a fully custom window with count and offset.
Compare One Full Year to Another
When you set Selected date to this year and Compared date to last year, the chart shows this year's data up to today against the full previous year (January through December). This lets you track whether the current year is trending ahead of or behind last year's complete performance, even before the year is over.
Example: If today is September 15, 2025, and you set:
- Selected date: This year (2025)
- Compared date: Last year (2024)
The chart shows January–September 2025 against all of 2024 (January–December). You can check whether 2025 is on track to outperform 2024 in review volume and Performance Score, even without a full year of data.
Multi-Year Comparison
You can compare cumulative data across multiple years against a single baseline. This is useful for spotting long-term shifts in review volume or performance that a single-year view might miss.
Example: If today is September 2025, and you set:
- Selected date: Last 3 years (2023, 2024, and 2025 year-to-date)
- Compared date: Last year (2024)
The chart shows combined reviews and performance trends across 2023, 2024, and 2025 (up to September) for the selected period, with just 2024 as the comparison baseline. A higher three-year trend means consistent improvement over time. A lower one may signal gradual decline, even if individual years looked strong.
You can also use multi-year comparison to skip irregular periods. For example, to exclude pandemic-era data:
- Selected date: This year
- Compared date: Select specific years, such as 2019, 2023, and 2024
Using the Custom Date Option
The Custom Date option gives you precise control over your date window. Instead of a fixed range like "Last 30 Days," you define the period using two parameters: count and offset.
Before you start: Select the unit you want to work in (Days, Weeks, Months, Quarters, or Years) from the filter dropdown first, then switch to the Custom option. Both parameters are interpreted in that unit.
- Count: the number of units to include in the window
- Offset: how far back from today the window ends
The logic: go back offset units from today to get the end of your window, then go back a further count units to get the start.
Custom Date Examples
Comparing the last 15 days vs. the 15 days before that:
- Selected date: count: 15, offset: 0
- Compared date: count: 15, offset: 16
Scheduled report delivered on the 21st, covering days 1–14 of the month:
- Selected date: count: 14, offset: 7
- Compared date: count: 14, offset: 21
Things to Keep in Mind
- offset: 0 ends the window today (inclusive)
- offset: 1 ends the window yesterday, useful when you want to exclude today's partial data
- For scheduled reports, the filter evaluates relative to the delivery date, not the date the filter was created. Factor this into your offset when setting up scheduled comparisons.
- Always use the Test button to verify the exact dates before saving or scheduling
For Widgets and Tables
For widgets and tables, we recommend Year-to-date (YTD) with the comparison date set to the same date and month last year. This gives you a clearer picture of how your current performance compares to the same period in the prior year.