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As an admin, how do I select relative dates in filters for analytics reports

This article outlines how you can use relative dates in filters

Written by Vaibhav Kashyap
Updated over 3 weeks ago

Prerequisites

Before using relative date filters:

  • You must have Admin access to Asanify

  • You must be on an analytics report page (People, Payroll, Leave, Attendance, Expense, Hiring, Workflow, Performance, or LMS)


Step 1 - Navigate to Analytics

  • Log in to Asanify with your admin credentials

  • Click on Analytics in the left navigation menu

  • Select the specific analytics module you want to view (e.g., People, Payroll, Leave, etc.)


Step 2 - Locate the Date Range Filter

  • On the analytics report page, look for the filters section at the top

  • Find the date range filter field (usually labeled Date Range, Payroll Process Dates, Date, or similar depending on the report type)

  • This filter allows you to specify which time period's data you want to analyze


Step 3 - Click on the Date Range Filter

  • Click on the date range filter input field

  • A date picker dialog will appear with options to select dates


Step 4 - Choose Relative Date Option

Instead of selecting specific calendar dates, you can use relative date options:

  • Look for the relative date selection controls in the date picker

  • You'll see options to choose:

    • In the next N [time unit] - for future dates

    • In the last N [time unit] - for past dates

    • In the last calendar month - for the previous full calendar month

    • In the current calendar month - for the ongoing calendar month

Note: The specific relative date options available may vary depending on the type of analytics report you're viewing.


Step 5 - Select the Time Period Type

If using "in the next" or "in the last" options:

  • Enter a number in the value field (e.g., 7, 30, 90)

  • Select the time unit from the dropdown:

    • days - for day-based ranges

    • weeks - for week-based ranges

    • months - for month-based ranges

Example: To see data from the last 30 days, select "In the last" with value "30" and unit "days"


Step 6 - Apply the Filter

  • Once you've configured your relative date selection, the filter display will show your selection (e.g., "In the last 30 days")

  • The system automatically calculates the actual date range based on today's date

  • Click the Load Report or Apply button (if available) to refresh the report with your selected date range


Step 7 - View Your Filtered Report

  • The analytics report will now display data for your selected relative date range

  • The report will automatically include the calculated date range in the results

  • You can export or analyze the data as needed


Additional Information

Benefits of Using Relative Dates

Dynamic Updates: Relative date filters automatically adjust each time you view the report. For example, "last 7 days" always shows the most recent 7-day period without manual date updates.

Consistency: When comparing data over time, relative dates ensure you're always looking at equivalent time periods (e.g., always the last 30 days).

Saved Filters: If you save a report view with relative dates, it will continue to work correctly over time without modification.

Switching Between Relative and Absolute Dates

  • You can switch between relative dates and specific calendar dates at any time

  • Simply click on the date filter again and either:

    • Choose a new relative date option, OR

    • Select specific start and end dates from the calendar

Common Relative Date Selections

Recent Activity: Use "In the last 7 days" to see the most recent week's data

Monthly Reports: Use "In the current calendar month" to see month-to-date data, or "In the last calendar month" to see the previous full month

Quarterly Analysis: Use "In the last 90 days" to approximate a quarter

Custom Periods: Use "In the last N weeks" where N = 4, 8, or 12 for monthly, bi-monthly, or quarterly views

Troubleshooting

Filter not applying: Make sure you've completed all required fields in the filter and clicked the Load Report button if present.

No data showing: Your selected date range may not contain any data. Try expanding the date range or selecting a different time period.

Filter options not visible: Ensure you have admin access and are on a supported analytics report page. Not all reports may support all relative date options.

Tips for Effective Use

  • Use relative dates when creating recurring reports that you check regularly

  • Use specific calendar dates when you need to analyze a particular historical period

  • Combine date filters with other filters (employee, department, status) for more targeted insights

  • Save your filter combinations as presets if your analytics module supports it

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