Date/Time Report
Possible row types:
- Invoice: Collects data from the invoices table
- Invoice Line: Collects data from the invoice lines table
- Profit and Loss: Collects data from the ledger accounts imported from the bookkeeping software
- KPI: Collects data from "Manual Data Points" (time based static values) (see Settings > Manual Data Points)
- Formula: Use existing report variables or row results to calculate a value
- SQL: Use a predefined SQL query (see Settings > SQL Query). These SQL queries can only be defined/edited by admins (for security reasons)
- Conversion: Collects data from Invoice Lines Table
A Date/Time Report can be reported by grouping the following:
- Financial year
- Calendar year
- Financial quarter
- Quarter
- Month
- Week
- Day
- Hour of day
- Day of week
Header Format will give you an option to change how the date is displayed:
The following is an example using the weekly grouping.
Create your report and choose
Type: Date/Time Report
Time Grouping: Grouped by week
Header Format: Weekly range
Add rows.
Display Name: Cytology
Type: Invoice Line
Aggregate: Count
Column: *
Date Filter: period_last_12_months
Filter1: Product, inc, transactional_cytology
Create
Click View Report. Here is an example of a grouped by week report.
