Enhanced Time Period and Aggregation Options for scheduled reports

Feature Request: Enhanced Time Period and Aggregation Options for scheduled reports

Current Limitation:

Right now, users cannot:

  • View the entire current year with data aggregated per week or month in scheduled reports
  • Select certain useful time periods (e.g., “last month,” “current year”) for reporting.

Suggested Improvements:

Expand Time Period Selections

  • Extend the existing “Report data for” options to include:
    • Last week
    • Last 7 days
    • Last month (new)
    • Last quarter (new)
    • Current year (new) (if user would choose this, report sent april 1 would show data of 1 jan until april 1, grouped by day/week/month)

Benefits:

  • Provides better context in dashboards by allowing longer time ranges with logical aggregation (e.g., seeing weekly/monthly trend for current year).
  • Enables more flexible trend analysis with additional period selections.
  • Ensures consistency between scheduled reports and dashboards.

Example Use Case:

A user wants to:

  1. View the entire year-to-date in a dashboard (and see data grouped by day/week/month/quearter)

With these changes I think all desired scenarios will be possible

2 Likes

Hello @janoostijen and welcome to our community!

Thank you for your feedback, I will pass it to the team with all the details you mentioned.