When viewing any dashboard in Brightpearl Retail Analytics, the data filter can be found at the top of the page.
Click the dates to open the picker and choose a date range and a period to compare against. For all data relating to sales orders, the order creation date is used.
Throughout the dashboards, metrics are shown for the selected primary range in blue and the compare against range in orange.
Choose from the preset options to automatically select a date range for the report data. Choose from:
- This week (WTD)
- Last week
- This month (MTD)
- Last month
- This year (YTD)
Alternatively, to pick a custom range, select the start date and end date from the calendar – or simply select a single date to view that day only.
Your chosen dates are displayed in dark blue.
Note that the filter is always inclusive of the dates selected.
The compare against range is set automatically when choosing the primary range, though it can be updated if desired.
For example, when choosing a primary range of this month then the same dates for the previous month will be selected to compare against. However, you may prefer to compare to the same month in the previous year which can be achieved by selecting the previous year preset option. You can choose from:
- Previous day
- Previous week
- Previous month
- Previous year
Alternatively, you can pick a custom range from the calendar. The chosen dates are displayed in orange.
The dashboards are updated instantaneously when amending any of the dates.
Once happy with the selection, just click outside of the date picker to close the popup.