The data period and the chart's time grouping are separate settings. The first determines which data is included; the second determines how it is displayed. Filters change the view of the report, not the original tasks, entries or other data.
Open the report settings
In the browser navigation, open Dashboard → Report pages. Select the page you want from the name menu at the top of the page. Then open Settings in the title bar of an individual report.
The time settings are on the settings row that opens. Other data filters are in All filters. The available options depend on the report: for example, a task template filter is not available in every report. These instructions apply to browser report pages; the Android and iOS apps do not have an equivalent report page settings feature.
You can view the report according to your read permissions. Permanently saving settings requires administrator access. If you need to add a report to the page first, see adding and arranging reports.
Select the data period
Open Tme period for the data. Always check the report's current selections: initial settings vary between new reports, and a saved report opens with its saved settings.
- Date range: select a start and end date in Time period specification. Both are required for a specified date range. If you select only one, no new search is run and the previous result may remain visible. An empty pair of dates does not mean the same period in every report.
- Week view, Month view or Year view: open Time period specification and select the calculation method and the number of periods you want to go back or forward.
- Is after: select a start date. This date is also included in the search. The end boundary depends on the report's data and grouping, so this option does not mean “up to today” in every report.
Based on calendar periods
Based on calendar periods in the Time period specification menu is the default calculation method. It starts with the entire current calendar week, month or year. The week starts on Monday and ends on Sunday.
A selection limited to the current period shows only that period. Selecting periods backward moves the start earlier; selecting periods forward moves the end later. The current period remains included. For example, one month backward does not mean just the previous month.
Starting from today
Starting from today calculates the range from today's date. When you select backward, the range ends today and starts the selected number of weeks, months or years earlier. When you select forward, the range starts today and ends that many periods later. Both boundary dates are included.
Months and years are calculated according to the calendar, rather than as fixed periods of 30 or 365 days. Both calculation methods let you select one to five periods backward or forward. The method calculated from today's date has no option limited to the current calendar period: switching to it changes such a selection to one period backward.
For example, on 4 October 2026, select Month view and one month backward:
| Calculation method | Data date range |
|---|---|
| Based on calendar periods | 1 September 2026–31 October 2026 |
| Starting from today | 4 September 2026–4 October 2026 |
The start date begins at the start of the day, and the end date extends to the end of the day. The shared time calculation used by reports uses the user's time zone; if none is set, the default is Helsinki. As an exception, Recorded hours and piece counts uses the customer account's time zone. If needed, see time zone settings.
For example, several task reports default to Year view extended one year backward, including the previous and current years. Hours allocated to tasks starts with Month view extended five months forward. You should therefore not assume that all reports have the same default.
Check which date determines inclusion
The time period does not usually refer to the creation date of all data. A report may also use a different date depending on the record's status.
| Report or data | Basis for the time filter |
|---|---|
| Completed vs. other Tasks, Tasks by status and Number of Tasks | A task without a completion date is retrieved based on its due date. A task with a completion date is retrieved based on its completion date. Tasks on hold are excluded. |
| On-time completed tasks | Due date. Includes completed tasks that have a completion date. |
| Hours allocated to tasks | The start and end times of the task's resource allocation: an allocation that overlaps the period may be included even if the task's due date falls outside it. |
| Service requests by status | First, the service request's creation time must fall within the selected data period. Within this data, Completed requests are placed in the chart's time groups based on completion time, and Open, In progress and On hold requests based on creation time. Cancelled and Forwarded requests are excluded. |
| Recorded hours and piece counts | The entry's start and end times. Hours are allocated to the period being viewed; the piece count is allocated to the entry's start date. An ongoing time entry may also be included. |
| Device field value change (number) | The time when the field value changed, not the Spot's creation date. |
| Product stock transactions and stock values | The time of the stock transaction or when the stock value was saved, not the creation date of the product or warehouse. |
Service request example: a request created on 31 January 2026 and completed on 2 February 2026 is missing from a status report limited to February. To check it among February's completed requests, select Tme period for the data → Date range, set Time period specification to 1 January 2026–28 February 2026, and select Time grouping for data → Fetch monthly. The request is counted in February's Completed total if it also meets the other filters and is still in Completed status. Changing only the time grouping does not bring a request created in January into data limited to February.
The service request status breakdown uses current statuses, not the situation at the end of past months. Status changes can therefore also change the figures in earlier time groups. For more detailed report-specific rules, see service request report counts, delays and intervals between failures.
The separate reports for hours recorded for tasks and service requests use the times of the time entries. They do not use the task or service request creation date as the date of the hours.
The effects of an incomplete task with a completion date, differences in task report grouping, and limitations of time filtering for recorded hours are described in interpreting task report figures.
In the Comparison report, you can change the date basis under Search criteria in the settings using Timestamp selection. Creation date and completion time answer different questions. This option is not available in every report. See configuring the Comparison report.
Select grouping and other filters
Time grouping for data groups the data into the periods offered by the report, such as days, weeks, months or years. Changing the grouping does not replace the data's time filter. Year view cannot be used with daily grouping; select weekly or monthly grouping, for example.
Device field value change (number) also offers a separate Rolling data option. Its date range and maximum length depend on the time grouping. It is not the same option as Starting from today in Week view, Month view and Year view. Check the date range returned by this report: a range that is too long may be shortened, and you should not assume that saved dates move automatically.
Open All filters and select folders, Spots, customers, responsibilities, categories or other criteria offered by the report as needed. In a standard multiple-selection filter, selections within the same field are alternatives: for example, either of two selected Spots is sufficient. Filters in different fields apply together: data for a selected Spot must also meet the other conditions you set.
A folder filter includes the selected folder and its subfolders. Tasks and service requests are linked to these through their Spot. Similarly, a customer filter may be based on folders linked to the customer and the Spots in those folders. If you also select an individual Spot, it must belong to the scope defined by the other filters.
Selections automatically start a new search once the required fields are filled in. If the result changes unexpectedly, remove filters one at a time. Clear selections under All filters clears the available filters in that section; check the time period and grouping separately.
User permissions limit the available data. The same saved report may therefore show different results to different users. If the report warns about saved filters that you do not have read permission for, hidden selections also affect the search. Ask an administrator to check the saved filters and permissions.
Save and verify the result
An automatically updating chart does not mean the settings have been saved. Changes made by users other than administrators affect their view.
- For administrators, Save Settings appears in the title bar of a saved report when the settings are open. It saves the settings for that report.
- Control report page → Save the page at the top of the page saves all reports on the page, their settings, order and sizes. Also use it to save a new report that has not yet been saved.
Saving changes the settings of the shared report page, so other users also open the report with these selections. It does not save the chart's current figures as a fixed snapshot of the data. A relative time period is recalculated as time passes, and even the result for a fixed date range may change if source data is corrected.
Saving limitation: the Users, Log types, Unit types and Approved filters, as well as Only show entries with type, work when viewing the Recorded hours and piece counts report, but are not retained when saving in this version. Set them again after opening the report if needed.
- Check the time period. In a relative Week view, Month view or Year view, open Time period specification: the start and end dates returned by the search appear at the bottom of the menu.
- Make sure the new search has finished. Check for errors, missing required selections and permission warnings.
- Compare the result with a task, entry or event you know. Check its correct date basis, status and inclusion in the selected folders and other filters. In the service request status report, check both that the creation time falls within the data period and that the time group corresponds to the current status.
- If you save, wait for the success notification. Reload the report page and make sure the selections you want were retained. Simply visiting another page and returning may still show the viewing settings from the same session.