Can I filter reports by date range?

Created by Help, Modified on Fri, 27 Feb at 12:11 PM by Help

Yes. All reports in Finzite include flexible date range filters, allowing you to analyse performance over specific time periods.

This makes it easy to track trends, compare periods, and understand how your business is performing over time.


How do I change the date range?

To adjust the date range:

  1. Open any report (Dashboard, Orders Report, or Contribution Report).

  2. Locate the date selector at the top of the report.

  3. Click the date field to open the date options.

  4. Select one of the preset ranges or choose a custom date range.

  5. The report will update automatically based on your selection.


What preset date ranges are available?

Finzite includes commonly used preset ranges for quick analysis, including:

  • Today

  • Yesterday

  • Last 7 Days

  • Last 30 Days

  • This Month

  • Last Month

  • This Quarter

  • This Year

These presets allow you to quickly view short-term performance or broader business trends.


Can I set a custom date range?

Yes. You can manually select any start and end date to analyse a specific period.

This is useful when:

  • Reviewing a marketing campaign

  • Comparing performance before and after a pricing change

  • Analysing seasonal trends

  • Reconciling monthly financial reports


Can I compare different periods?

Yes. Finzite allows you to compare different time periods side-by-side.

For example, you can compare:

  • This month vs last month

  • Last 30 days vs the previous 30 days

  • This quarter vs last quarter

Period comparisons help you:

  • Identify growth trends

  • Spot seasonal patterns

  • Measure marketing impact

  • Detect profitability changes


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