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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 6 months ago

You can create reports for any month, quarter (or QTD) or annual (or YTD) period. Change the date for:

New Reports

When creating a report for a QTD or YTD period, you can select the month for the report.

To choose the reporting period while creating a report:

  1. In Reports, select + Create report
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  2. In the report creation menu, click the bolded period options to change them
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  3. Select Create

Existing Reports

Alternatively, you can always change the end month within a QTD or YTD report already created.

To change the date of a report:

  1. Click on the period at the top of the report
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  2. In the Report settings menu, click on the bolded period again
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  3. Choose the reporting period
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  4. Apply changes

Different date ranges in a single report

Additionally, each element in a report can be configured to present a different period range of data (e.g. a KPI Explorer could be displaying the current annual period, and supporting trend charts could show monthly trends).

To edit the period of a component:

  1. Hover over the component and select the Pencil icon
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    💡 Pro Tip: You can also double-click on a component to edit it
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  2. Change the period for the component in the editing menu
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  3. Apply or save the changes

Additional knowledge & common questions

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