You can create reports for any month, quarter (or QTD) or annual (or YTD) period. Change the date for:
Summary Reports
For Summary Reports, you can update the reporting period to a quarter or a year and change the end month for a QTD or YTD period. Once changed, the content of the report will automatically update.
To change the date of a Summary Report:
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Pro Reports
New Pro Reports
When creating a Pro Report for a QTD or YTD period, you can select the end month for the report.
To choose the reporting period while creating a report:
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Existing Pro Reports
Alternatively, you can always change the end month within an existing QTD or YTD report.
To change the date of a Pro Report:
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Different date ranges in a single Pro Report
Within a Pro Report, you can configure each element to present a different period range of data (e.g. a KPI Explorer could display the current annual period, and supporting trend charts could show monthly trends).
To edit the period of a component:
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