Choose Custom dates when you need a report period that differs from the available calendar presets. Enter From and To, then refresh or apply the report as the page requires. Check the resulting column labels before interpreting totals.
A custom range may cover only part of a calendar month, quarter or year. That matters when comparing it with a complete period. Review any partial-period notice rather than assuming columns with similar names contain equal amounts of time.
Date presets use the company's reporting timezone when it is recorded. If the page says the timezone is missing, it uses the browser's local date for presets until the setting is completed. Explicit dates can make a shared review easier to reproduce while the correct company setting is confirmed.
Keep the selected range with an exported file or screenshot. A later refresh can include newly posted activity inside that range, so note when a retained snapshot is needed. If a report is empty, verify both the range and the company's book-history coverage before interpreting the result as no business activity.
Was this article helpful?
Tell us whether this answered the question you came with.