---
title: Choose reporting date ranges and filters in Infinity3
description: "Set a consistent reporting period and scope so you can compare figures meaningfully. #### Before you start You’ll need access to the dashboard or report and an understanding of the question you want to answer. #### Set the period 1.…"
url: "https://www.infinity3.co.uk/help/choose-reporting-date-ranges-and-filters-in-infinity3/"
updated: "2026-10-08"
category: "Infinity3 Platform / Reporting & Dashboards"
---

# Choose reporting date ranges and filters in Infinity3

Set a consistent reporting period and scope so you can compare figures meaningfully.

#### Before you start

You’ll need access to the dashboard or report and an understanding of the question you want to answer.

#### Set the period

1. Open the relevant dashboard or report.
2. Find its date-range selector.
3. Choose a preset or enter a custom start and end date.
4. Apply or refresh where prompted.
5. Check the selected range before reading the results.

#### Review widget settings

Where you have permission, inspect the widget’s configuration to check:

- Whether it follows the dashboard period or uses its own range.
- Which date field it measures, such as Created On or Status Change.
- Any permanent conditions, such as pipeline, owner or status.

Some widgets use a fixed period such as “*This Month*”.

#### Compare periods

Use the available comparison option or review equivalent date ranges separately. Keep the metric, filters and date field the same.

For example, compare completed calendar months rather than a full month with a partly completed one.

#### Things to know

- Current record updates can affect historical-looking reports.
- A creation-date report differs from a status-change report.
- Different sources may use different reporting definitions.
- Clear temporary filters before interpreting a missing result.

If figures don’t match, record the ranges, filters and date fields before contacting Infinity3.