Add your own defined period
Learn how to add a user defined period from the Period menu by choosing a period type, setting start and end points for the current and previous periods, and naming it. Build a month to date period with special start and end points, or a dynamic calendar year to date period that updates each year. You can edit or delete saved periods later, with the right permissions needed to create them.
Supporting documentation
Related video tutorials
Change the period
Learn how to change the period so you can focus on the time frame you want to review. You'll choose from available periods, select a fixed date range, and save a user-defined period with dynamic dates, so it keeps showing the latest months without you recreating it.
Apply a custom period
Learn how to set a custom period by choosing a time unit, deciding whether the grid shows the most recent data first, and picking start and end dates for the current period. The previous period updates to one year earlier automatically, and you can change it if needed. Once applied, the grid shows the data for that temporary date range, with the range displayed in the status bar.
Set your default period for a database
Learn how to replace the default period an administrator set for a database with one that suits you. You'll find the database on your homepage, open its menu, choose Set default period, and save, so the database opens with your chosen time frame from then on.
Filter your dashboard
Learn how connected widgets highlight the same entity across a dashboard, and how Focus filters everything down to your selection. You'll add and pin your own filters, see which widgets respond to them, and apply a single period across every widget, then use Reset to return to the default view.