Using Futrli Advisor's flexible date options you can quickly and simply select the appropriate date range for your report. In this guide, we're going to walk through how we would display four weeks worth of data for a specific period, week-by-week, and then how we can display four weeks worth of data collected in one report.
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Displaying a 4-weekly report week-by-week
In this guide, we're going to be using a Report Card to display our Income over a four week period. First, we need to to the 'Settings' tab on the back of the card. This is where we can edit our Report's date range:
Click the first date range drop-down and select 'Custom Period End'. This allows us to select any date to run a report from.
Click the date drop-down that appears on the right-hand side to select your desired date. In this example, we're going to select May 29th:
Then we need to select how we wish to report on our data and how many periods we wish to include relative to May 29th. We're going to be selecting 'previous' '3' 'weeks' to tell our report to include four weeks worth of data, from the 29th of May backwards. This will cause our report to display data, week-by-week, from the 2nd to the 29th of May:
Click 'Save' to see your report.