How to use TimeFrame in Insights How to use TimeFrame in Insights

How to use TimeFrame in Insights

John Lockwood John Lockwood

Insights gives you the flexibility to view your data over a variety of time frames, helping you analyze trends and track performance with ease. Whether you're generating a brand-new report or adjusting an existing one, selecting the right time frame ensures you're capturing the most relevant information.

Choosing a Time Frame

  1. Log in to Qtrac and navigate to the Insights tab.

  2. Hover over the 3-dots to the right of your Insights report and select Edit.
  3. Click the Time Frame dropdown at the top of the page.

  4. Under Commonly Used, select one of the available options:

    • Today – Data from the current day.
    • Yesterday – Data from the previous day.
    • This Week – Data from Monday of the current week to today.
    • Last Week – Data from Monday to Sunday of the previous week.
    • This Month – Data from the current month.
    • Last Month – Data from the previous month.
    • This Year – Data from the current year.
  5. The selected time frame will be applied immediately, except for Custom, which requires additional input.

Using a Custom Time Frame

To set a specific date range:

  1. Select Custom from the Time Frame dropdown.
  2. Enter a start date (left) and an end date (right) by typing them manually or selecting them from the calendar.
  3. Click outside the calendar to apply the dates.

Running or Saving Your Report

Once your time frame is set:

  • Click Run to generate the report.
  • Click Update to save the configuration. A confirmation window will appear—click Update again to finalize.

By selecting the appropriate time frame, you ensure your report reflects the data that matters most to you.

 

 

If you still have any questions, please feel free to get in touch with our Qtrac Help Desk.