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Add Dates to an Insights Report

Add dates to an Insights report to break down data by date range.

 
User Permissions Needed: Account Administrator, Reports Viewer With Cost, Reports Viewer
Insights Permissions: Can Edit

Dates are a special kind of attribute that allow you to break down data by date range. Adding dates to a report is a similar process to adding other attributes.

  1. After you've opened the report editor from a dashboard or in the Advanced Editor, select How to open the attribute selector.
    Click_How.png
  2. In the left column, select a date attribute folder. For most situations, you’ll want to select Date dimension (Shared). This is the folder for the Date: Shared attribute, which is a general purpose date attribute that allows you to connect data types of different objects.
    Select_Date_dimension__Shared_.png
  3. In the center column, select how you want to break down the data. You can select multiple options to break down data by a larger date range then a smaller date range (for example, by quarter then month).
    Select_a_date_attribute.png
    Commonly used options include:
    • Date (Shared)—Breaks down data by day (e.g. 1/1/2022, 1/2/2022, etc).
    • Month/Year (Shared)—Breaks down data by month and year (e.g. January 2022, February 2022, etc).
    • Week (Mon-Sun)/Year (Shared) or Week (Sun-Sat)/Year (Shared)—Breaks down data by week and year (e.g. W1/2022, W2/2022, etc). You can choose a Monday to Sunday or a Sunday to Saturday week.
    • Quarter/Year (Shared)—Breaks down data by quarter and year (e.g. Q1 2022, Q2 2022, etc).
    • Year (Shared)—Breaks down data by year (e.g. 2021, 2022, etc).
  4. In the right column, you can select a Display Label to set the date format that appears in the report.
    Select_display_label_for_date_attribute.png
  5. Click Done. The report is regenerated.
    Click_Done.png
  6. Click Save to save your changes to the report.
    Click_Save__report_.png

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