ServiceM8 Help Center

Reports

Change the Business Dashboard date range

Choose a reporting period in the Online Dashboard and compare your business metrics with the preceding period.

You need access to Reports. By default, this is available to the Business Owner security role.

Change the reporting period

  1. In the Online Dashboard, click Reports. If another report is open, click Overview under Dashboard in the left menu.

  2. At the top right, choose 7D, 30D, 3M, 6M or 12M to view the last 7 or 30 days, or the last 3, 6 or 12 months. The dashboard opens at 30D by default.

    Business Dashboard with 30D selected and the five date-range buttons outlined in red.

  3. Read the updated cards and the comparison note below them. For example, selecting 6M shows the last six months.

    Business Dashboard with 6M selected, updated metric cards and the previous-period comparison.

Read the comparison

The smaller figure beneath each metric is its value for the immediately preceding period of equal length. The note below the cards identifies the comparison.

Month options cover rolling months. All ranges end before today, so today’s incomplete data is excluded.

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