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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 a month 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.

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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
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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 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
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  2. In the Report settings menu, click on the bolded and underlined periods
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  3. From the drop-down menus, choose the desired reporting period, either ‘Quarter’ or ‘Year’ and ‘Select an ending month’ for QTD/YTD periods.
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  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
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    💡 Smart Tip: You can also double-click on a component to edit it
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  3. Change the period for the component in the editing menu
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  4. Apply or save the changes

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