How to Use a Custom Date Range in Reporting

This article explains how to set a custom date range in your Reporting Overview so you can analyze any time window, not just the presets.

What Changed?

Your Reporting Overview has always had preset date ranges — last 14 days, last 30 days, this month, and so on. Now you can also pick any custom start and end date using a calendar picker.

This is useful any time you need to analyze a specific window: a promo period, a staffing change, a month that doesn't line up with the preset options, or a date range you want to compare year-over-year.

 

How to Set a Custom Date Range

1. Go to Reporting in your Loyalsnap dashboard.
2. Open the Reporting Overview.
3. Click the date range dropdown at the top of the page.
4. Select Select from calendar… at the bottom of the dropdown list.
5. A two-month calendar view will open. Click your start date, then click your end date — the range will highlight between them.
6. Click Apply (or confirm your selection) to update the report.

💡 Tip:

Preset ranges (14 days, 30 days, this month) are still available and unchanged — you're adding a custom option, not replacing the presets.

Troubleshooting / FAQs

Q: I selected a custom date range but the metrics didn't update. 

A: Make sure you clicked Apply after selecting your dates. The calendar doesn't auto-close on selection. If you closed the picker without confirming, the previous range is still active.

Q: The custom range option isn't showing in my dropdown. 

A: Try a full page refresh. If it still doesn't appear, contact [e-mail]. It may need to be enabled on your account.

Q: Can I drill into a custom date range from a chart or tile? 

A: Yes. Clicking into a chart or metric tile with a custom range active will carry that range into the detail view.

If you're still running into issues, reach out to your Loyalsnap rep or contact [e-mail]