Overview

The Matrix has the ability to report over any time period, letting you customise your reports and check historic or current data easily!

You are not restricted by one time frame for the entire Matrix either, you can choose time periods for individual metric columns as well. This is great for comparing data on a month-by-month basis.

Changing the date for the whole Matrix

  1. At the top of the page, click the date picker (the rectangular box with a calendar next to it).

  2. From the dropdown box that appears, you can choose from a preset list of time periods on the right.

    These time periods will always remain current and apply for whenever you open a certain report. e.g. 'This Week' will always be your current week, even if you load a report created over a year ago.

  3. Alternatively you can use the calendar to choose a custom date range.

    First, choose your start date by clicking the day of the month you want to begin the report on. Then, click the date you'd like to end the report on.If you'd just like to report for a particular day, click the same day twice in the calendar.

    Click Apply.


Struggling to select a start date? Identify the start date you wish to select and click it twice. This will set the start date to be the date selected.


Choosing a date range for individual columns

  1. Click the header of the metric column you'd like you adjust and you will notice a pop out toolbar appear with 5 different icons.

  2. Click on the calendar icon on the left.

  3. A little pop up window, similar to the main date picker will appear, where you can select the time period for your specific column.

  4. Don't forget to click Apply to apply your change.

  5. Repeat these steps for any other columns you'd like to alter.


Choosing a new date with the main date picker at the top of the page will overwrite any previously set custom dates for columns.


Troubleshooting

If you still require help on this topic, get in touch with our support team via the chat system or email support@oneupsales.co.uk.

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