Choose the analysis period
Set the dashboard's horizon (This month, 3 months, 6 months, Year) and understand what it changes in the cards, the list and the export.
- Audience
- Everyone
- Screen
- Dashboard › Analysis period
- Verified version
- App 1.0.0
Goal
Look nearer or further ahead: only what is coming this month, or the whole year ahead.
Audience
All members of the building.
Prerequisites
- Be on the Dashboard (see Read your dashboard).
Steps
-
Find the "Analysis period" bar, above the cards.
-
Click one of the four periods. The selected button turns white, with purple text:
- This month: the coming month, starting today;
- 3 months (default): the next 3 months;
- 6 months: the next 6 months;
- Year: the next 12 months.
-
The cards and the list update right away:
- To do and the list: interventions scheduled up to the end of the period;
- Completed: interventions closed over the same length of time, looking back (for example, the last 3 months for "3 months").
What the period never hides
Overdue interventions always stay visible, whatever the period: an overdue item does not disappear because you are looking at the coming month. Routine repairs that are still open are also always shown, whatever their date.
Tips and common errors
- Rolling period: "This month" does not stop at the end of the calendar month; it covers the month following today's date.
- Choice remembered: the selected period is kept for each building, in this browser. It is kept when you open a record and come back to the dashboard.
- In the export: the export states the period (for example "To do for the next 3 months" and "Period: Next 3 months"); see Export your dashboard.
- On a phone: the four periods are shown as two rows of two buttons.
- List too long: narrow the period to "This month" to keep only what is immediate.
See also
Read your dashboard
Understand the building's home page: the To do, Overdue and Completed cards, the list of interventions and how to focus it with one click.
View all the building's interventions
Switch the dashboard between your own tasks and every intervention in the building with the "Show whole building" switch.