Skip to main content
All CollectionsReportsReports FAQs
FAQ: How can I change the ending month for a YTD report?
FAQ: How can I change the ending month for a YTD report?

Find out how to select the month-end period for viewing quarter to date (QTD) and year to date (YTD) results.

Updated over 3 weeks ago

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.

Image 2025-02-28 at 12.45.00 PM

To change the date of a Summary Report:

  1. Click on the period at the top of the report

  2. In the Report settings menu, click on the bolded and underlined periods

  3. From the drop-down menus, choose the desired reporting period, either ‘Quarter’ or ‘Year’ and ‘Select an ending month’ for QTD/YTD periods.

  4. Apply changes


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:

  1. In Reports, select + Create report

  2. In the report creation menu, click the bolded period options to change them

  3. Select Create

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:

  1. Click on the period at the top of the report

  2. In the Report settings menu, click on the bolded and underlined periods

  3. From the drop-down menus, choose the desired reporting period, either ‘Quarter’ or ‘Year’ and ‘Select an ending month’ for QTD/YTD periods.

  4. Apply changes

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:

  1. Within a Pro Report,

  2. Hover over the component and select the Pencil icon

    💡 Smart Tip: You can also double-click on a component to edit it

  3. Change the period for the component in the editing menu

  4. Apply or save the changes


Learn more

Did this answer your question?