Reporting Start Date

The majority of reports will default to a start date of -3 months from the present date. If you wish to set a default report start date, follow the below steps.

  1. Click on the General Settings Icon to the left of your name on the main dashboard.

  2. Click on Settings.

  3. You will see the below screen and options:

    image-20250825-211743.png

  4. Like above the toggle to display report data for the past 3 months will be switched to YES.

  5. To set a customized reporting start date, click into the ‘Set Default Start Date’ field to select the required start date.

  6. Click the ‘Update’ button ad the bottom of the page to save the changes.

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