Learn how you can limit the results on a dashboard by using the Date Range filter.

In reporting dashboards, you have the ability to define the date range or duration to filter the results on the dashboard to the data that falls in a specific date range. For example, on a reporting dashboard, you want to check the outbound calls in the last month or during any specific time period. In such a situation, you can use the date range options to fetch outbound call data from a specific date range.

The date range options are available at the dashboard, section, and widget levels. Setting a date range at the widget level will only be applied to that particular widget. On the other hand, setting a date range at the dashboard level will be applied to the entire dashboard, including all the widgets added to it. However, if the widgets have the date range defined, the widget-level date range will be considered, irrespective of the date range defined at the dashboard level.

Date Range Options

The Custom Range allows you to define a custom date range, i.e. start date and end date, between which you want to fetch results.

To apply timezone filter

On the Date Range popup window, click the Timezone in the top right corner. Select the desired timezone from the drop-down to set a standardized time zone for the desired reporting dashboard.

You can select any Geographic timezone for your dashboard. This will depict the reporting data based on the timezone of a particular geographic region.

Rolling time period with a custom range

Custom Range provides you with the rolling time period functionality to create a dynamic time range for tracking campaigns or events where the start date and end date are updated on a rolling basis.

• Rolling start date: Start date will automatically move by 1 day every day

• Rolling end date: End date will automatically move by 1 day every day

For example, suppose you define the 6th of April to the 5th of May as your custom date range and enable the rolling time period functionality. In that case, this will update your custom date range by 1 day when the next day starts, and it will keep updating the date range for the coming days.

Expected behavior

• Toggle for Rolling Start Date will be disabled/grayed out by default. You must enable Rolling End Date to select a rolling start date.

• This Rolling functionality within Date Range is available at the dashboard and widget levels.

• Besides, it is also available in Advanced Scheduled Exports' Date Range options.

Saved date range capability

You can save date ranges for product launches, campaign launches, or other key events, making it simpler to keep track of important dates and timelines. You can select Start Date and End Date and save them with an appropriate name for your event.

Saved date ranges can be created and selected at the dashboard, section, and widget levels.

To save a date range

1. Click the New Tab icon. Under Sprinklr Service, click Care Reporting within Analyze.

2. Search and select your dashboard and click the duration filter on top of the dashboard window.

3. On the Date Range window, select the start and end date for your event by clicking the dates. You can also input the start time and end time to have an accurate date range saved.

4. Click Save at the bottom of the Date Range window, and enter a name. You can change the start and end dates or the timezone as desired in the following popup before saving.

You can search your saved date range by entering the name of your saved date range in the search bar of the date range window, as shown in the GIF above.

In the above example, we save our date range with the name – Brand Launch, and then search for it in the date range window.

Alternatively, you can click Saved Date Ranges in the bottom left of the Date Range window and scroll amongst the saved date ranges.

Expected behavior

• The Saved Date Ranges created in a workspace will be visible and selectable to all users in that workspace.

• The users who have permission to create a Saved Date Range must keep in mind the workspace-level visibility of all date ranges and avoid extraneous date ranges.

• The saved date ranges are specific to each module, meaning a date range saved within a dashboard of one module will not be visible in another module.

Dynamic date range capability

The dynamic time range feature in the Reporting Dashboard provides enhanced flexibility for specifying particular durations based on varying dates. It is particularly valuable when you require reporting for a specific timeframe that may differ each time.

This feature allows you to define custom time periods such as the second last week, second last month, last 3 weeks to last 1 week, or last 3 days, catering to specific business requirements. With the dynamic time range option, you can generate insightful reports based on the desired duration, enhancing your analytical capabilities.

For example –

• You can retrieve a reporting for the 2nd or 3rd week after a key event or festival or analyze the contact center's performance for one week starting from the 4th day after the event.

• You can analyze the performance of your contact center during the second week after Diwali. Specify the duration as "2 weeks ago" and select the appropriate options for the duration and end (weeks ago). This generates a Report focused on the contact center's performance metrics specifically for that second week after publication, providing valuable insights.

To set up a dynamic time range

1. Click the New Tab icon. Under Sprinklr Service, click the Care Reporting within Analyze.

2. Search and select your dashboard and click the duration filter on top of the dashboard window.

3. On the Date Range window, scroll the sidebar on the left and click Dynamic range.

   

4. ​To utilize the dynamic time range feature, input the desired value in the field – Duration of. Then, choose the appropriate duration & its unit (Hours, Days, Week, Months, and Years) from the provided dropdown menu. Indicate the end of the duration by selecting the corresponding option (Hours ago, Days ago, Weeks ago, Months ago, or Years ago).

   Note: Duration of and Ending will have the same units, i.e., if you select days in Duration of, the ending will be set as Days ago only.

5. Once the duration is applied, you can preview the set range and review how it aligns with your requirements.

6. Click Apply at the bottom of the Date Range window.

Ability to filter data by time range at the widget-level

You can now filter the data of a particular widget within a reporting dashboard at the widget level. Setting a date range at the widget level will only be applied to that particular widget. If the widgets have the date range defined, the widget-level date range will be considered, irrespective of the date range defined at the dashboard level.