Infinity3 Help Centre

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.