Follow these steps to convert your existing report to an automated time report using Relative Periods.
A report set up to use Relative Periods will always roll over to a relative point in time as it refreshes, removing the need to changing the calendar to a new time period as the weeks / months / years roll over.
If you have already set up a report and you'd like to convert it to an automated time period so it rolls over as it is refreshed, you will need to ensure you have selected:
- Calendar
- Relative Period
Below example is a Weekly Location Sales report run on a Monday where a distinct time period [Week 49] has been selected.
2. Change the Calendar from the distinct time selection to an 'as @' relative time period. Consider it as setting the calendar to think it is a particular point in time relative to today.
This may be 'last week' or 'yesterday' etc...
These selections are found underneath the distinct calendar choices.
In this example, I will change it to 'Last Week'
3. Now select the Relative Period
This selection is the time period you want to analyse.
In this example I will change it to 'WTD'.
You can see that the report below has the same result as the first example with the distinct time selected.
