By defining the date range and grouping for your reports, you customize the information you see on the report. You'll see only data over the specified time frame and grouped by a specific unit of time. After you customize the report, you can save these settings to run the same report at a later time.
Date Range
Depending on whether you want to see a narrow or broad range of information in your report, you can choose a pre-defined date range or create a custom date range. The pre-defined date ranges span from '7 Days' to 'All Time'.
Group By
Depending on the date range that you select, you can group the data on a report by the following units of time:
If the date range is | You can group by |
Between 7 and 14 days | Day |
28 or 30 days | Day or Week |
90 days or more | Day, Week, or Month |
Custom Range | Day, Week, or Month |
To define the date range and group by options
Navigate to the Reporting page in Okendo.
Click the tab of the report you want to customize and generate.
Select a timeframe in the Date Range drop-down list.
Note: If you want to create a custom date range, select Custom Range in the list, and then choose a start date and an end date in the expanded calendar.
Select a unit of time in the Group By drop-down list.
(Optional) Apply a filter to the report.
Click Generate.
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