When sending reports or sharing dashboards, add a date range selector to enable Clients to change the date range of information they can view. When enabled, the report will be dynamic, meaning the information shown will continue to update over time.


Enable a date range selector on scheduled reports

Whether editing an existing report with a schedule, or creating a new scheduled report, the steps to add a date range selector for your clients are the same.

Open the report you'd like to turn on dynamic reporting for, then within the report editor, click Schedule at the top of the page.

From here, edit the schedule of the report, including frequency, day of month, and date range. This date range will be shown to recipients when they first open the report.

If they choose not to edit the date range themselves, then by default the report will continue showing the preselected date range: last week, last month etc. It will update for each new day.

In the bottom right of the Schedule Setup section, is the option to "allow users to change the date range" for this report.

Click the button to the far right of this line to turn date ranges on, it will turn the button green. Save your changes at the bottom, then you are free to exit the scheduler. Once done, all future versions of this report will be sent with the option to edit the date range of the report in the upper right hand corner.

Enable a date range selector when sharing a report or dashboard manually

The steps to enable a date range selector for your clients will be almost the same when you are:

  • Generating a share link for a report or dashboard

  • Choosing "Send Now" for a report or dashboard

This option is not possible when downloading a PDF report or dashboard.

To get started, navigate to the specific dashboard you would like to share, or to the report you'd like to share, then click the Share button in the upper right hand corner.

From the dropdown, choose either Send Now or Share Link. Send Now will send an email to your clients, whereas Share Link will generate a shareable link you can manually send to clients.

This will open a window where you can select the initial date range for your report or dashboard. In the bottom right, click Allow users to change the date range, to turn it on. When enabled, the button will be green.

Click the button in the bottom left to generate the share link, or if you're sending an email, to move on to add a recipient and message, then send.

When Clients view the link, or open the web report from their email, they will have the option in the upper right hand corner to change the date range. If they choose not to change the date range, then it will update daily for the date range selected.

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