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Choose the period

The dashboard's Period selector: shortcuts, custom range and what the period changes on screen.

Updated on 06/10/2026 Edit this page Open in the full documentation

The Period button, on the right of the dashboard header, sets the dates over which the key figures, the chart and the rankings are computed. By default, the dashboard opens on the last 30 days. The end date cannot be later than today.

What you will do

  • Open the selector and choose a shortcut.
  • Or build a custom range in the calendar.
  • Apply and check the period label.

Using a shortcut

  1. Click Period. The panel opens below the button.
  2. Choose a shortcut in the top row.
  3. The two boxes at the bottom (From / To) are filled in; click Apply.
The period picker opened on the 30J shortcut
  1. Click the period at the top right.
  2. The picker opens.
  3. The 30J shortcut is active by default.
  4. The From and To boxes show the selected range.
  5. Apply recalculates the whole dashboard.
Shortcut Range
Today The current day
7d The last 7 days, today included
« 30J » (30 days) The last 30 days, today included (default value)
Month From the 1st of the current month to today
M-1 The previous month, from the 1st to the last day
Year From 1 January to today
All No date limit
The Year shortcut: from 1 January to today
  1. Open the period picker.
  2. Click the Year shortcut.
  3. The range starts on 1 January.
  4. Click Apply.
  5. The picker closes.
  6. The indicators now cover the whole year.

Building a custom range

  1. Open Period.
  2. Move from month to month with the arrows on either side of the month name.
  3. Click the first day, then the last. The days in between are highlighted; future days are greyed out.
  4. Check the From and To boxes, then click Apply.
A three day range selected in the calendar
  1. Open the period picker.
  2. Click the first day, then the last day.
  3. The From box takes the first day.
  4. The To box takes the last day.
  5. Click Apply.

The button label takes the form 01 Oct → 03 Oct 2026 and the header card repeats the period under the Dashboard title.

What the period changes

Element Effect of the period
Revenue, VAT, Transactions, Profit block Recomputed over the range; Today (incl. VAT) stays the current day
Profit Evolution Compared with a period of the same length just before ("compared to 07/08/2026 - 05/09/2026")
Sales / purchases balance Sales excl. VAT and purchases excl. VAT for the range
Sales evolution chart One point per day up to 60 days, one point per month beyond
Best sellers, Top customers, Top geographic areas Rankings based on the invoices in the range
Latest transactions The last 10 movements in the range; the total in the Transactions column adds up all movements in the range
Unpaid invoices All open invoices, whatever the period
Bank link Current account balances, independent of the period
Note

The dashboard period is not shared with the other screens. The Transactions and Bank Sync lists have their own selector, with extra shortcuts (Last month, This quarter, This year) and the All dates option.

Tip

For a monthly check, use M-1 then Month in turn: you compare the closed month and the current month without touching the calendar.

See also