Set a report date range

On first visiting the Reports screen, you will need to provide a reporting period (start and end date), to limit how much data the system needs to retrieve for your reports.

Note: Users associated with only one organisational unit automatically see the summary for the current month without having to set a reporting period first.

To set a report date range: 

  1. From the main menu, select Reports.

  2. In Select Start Date, select the start date of the reporting period.

  3. In Select End Date, select the end date of the reporting period. Report generation begins.

Refreshing the page or signing out resets the data that appears in the summary tiles. A new reporting period must be entered on return.