Choosing the time window for your reports
The From/To date filter that controls most report charts, defaulting to the last 12 months.
Where to find it
Reports → date range selector at the top of the page
The date range selector at the top of the Reports page controls the time window for most of the charts and tables below it, so you can compare a specific week, month, or year instead of only seeing everything at once.
Where to find it
At the top of the Reports page, above the tabs.
How it works
- From and To fields let you set the exact start and end date for your window.
- If you don't set a range, Reports defaults to the last 12 months.
For example: if you want to see how last summer's revenue compares to this summer, set From and To to just that window instead of looking at the full 12-month default.
Good to know
- This selector applies across most of the tabs on the Reports page (Revenue, Breakdown, Customers, Business Health, Rental Utilization, and more) — it isn't a separate setting per tab.
- The Financial tab mixes two kinds of numbers: some cards are month to date (such as Revenue and Maintenance Cost) or a balance as of today, and the Gift Card Sales card follows your date range. See This month's money at a glance.
Related articles
- Reports and exports — common questionsQuick answers on every Reports tab and number, how revenue is counted, how to change the date range, how to export a report to CSV (a spreadsheet file), and why a figure may look low or say "unavailable".
- Staff activity logA record of who logged in and what they did, visible to owners and managers.
- Gift card sales and liabilityHow much you've sold in gift cards this period, and how much you still owe on cards from real (Live) customers.
- How hard your fleet is workingHow much each rental item is used, what your fleet is worth, and what maintenance is costing you.
- Booking outcomes and month-over-month KPIsHow many bookings finished, are still upcoming, were cancelled or expired, and how this month's key numbers compare to last month.
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