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How to filter your dashboard for viewing historical data (Point-in-Time)
How to filter your dashboard for viewing historical data (Point-in-Time)
Hakim Benzidane avatar
Written by Hakim Benzidane
Updated this week

Our user-friendly Point-in-Time reporting filter allows you to view a dashboard's historical data based on a selected timeframe.

IMPORTANT: When applied for for Financials reporting, it filters out costs and revenue paid when reporting for a previous period.

Reporting Period

Our reporting period filter enables you to easily choose a month using a calendar view. Acuite will then automatically set the date range from the 1st to the last day of the selected month, filtering out any data created or updated outside of this range.

  1. In the top banner, click Add Filter, then select Reporting Period
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  2. Choose a specific month and year
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As you can see, Acuite shows you the data related to this particular period.

Date Range

If you need to select a custom reporting period, such as 3 days, a week, or 6 months, the Date Range filter makes it easy to do so.

  1. In the top banner, click Add Filter, then select Date Range
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  2. Choose a specific date range and click Apply
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Remember filters

Tick the 'Remember filters' box to save your filters, so they stay applied as you switch between dashboards

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