When you view any of the data reports in the Analytics Dashboard, you are viewing analytics for a specific date range. By default, the Analytics Dashboard reports data one year back from the date you view the data. If you would like to change the timespan for which data is reported, you can do so through two methods.
Who is this article for?
Based on the default user settings in the Sibme platform, you should have permission to complete this task if you are one of the user levels listed below. If you do not see the screens in this article, you can ask your administrator if you have permission.
- Super Admin
- Account Owner
Changing the date range in analytics
1. You can toggle between the pre-set date range by selecting one of the buttons below. When you click on the button, you will see retroactive data going back from the day you are viewing the analytics dashboard. Clicking on the timespan buttons will change the date range listed at the top of the Analytics dashboard. To report data for that date range, click the Update button after you have selected the date range you want.
2. You can also select a specific date range by clicking on the dates next to the pre-set date range buttons in the Analytics Dashboard. A calendar will appear after you click on the customizable date range. Select the beginning and end date to view a custom date range of data in your account. Once you have selected the date range you want, click the Update button.
Saving Date Ranges as Filters
If you wish to quickly be able to search a specific date range, you can save the filter for later use. To accomplish this, select the date range you wish to see analytics for and then click the blue "Save Filter" button.
Clicking on "Save Filter" will open a popup where you are asked to name your saved filter range. Name the Saved Filter a unique name and click save to be able to quickly access that date range in the future.
When you return to analytics, your data will automatically populate using the default filter (12 months from the date you are logged in). However, to change the filter to a pre-selected date range, simply click the word "Change" in the upper right hand corner of the screen. This will open a list of your Saved Filters. Select the filter you wish to run analytics for and select "Load"