Dates ranges are entered in a variety of place in Project Insight including on reports and filter options.
Although the date ranges entered will apply to different data (for example a date range for a task report applies to the start and end dates of tasks while the date range for an issue report could apply to the issue creation date), date ranges are set generally the same way (although options will vary by report/filter).
There are three possible date range types plus some additional filtering criteria for date ranges that could include a start and end date (such as a task).
All Dates - Chooses all items regardless of the dates. This option is not available for all reports or filters (so may not appear in the drop down list). As a caution, when it is available, it is recommended that it is used only with small sets of data, otherwise your results will be very large and it may take a long time to generate the report.
Dynamic Dates - Are a preset ranges of dates that are commonly used, such as current week, current month, last month, next year and that change automatically. If a report is saved with these settings or a filter is remembered with these settings, the next time report is run of the filter is applied, the date range will change automatically relative to the current date. For example, if the current month is October, selecting "Current Month" as a Dynamic Date Range will automatically set the date range to Oct 1 to Oct 31st. If the current month then becomes November, the date range will reset automatically to Nov 1 to Nov 30. The report or filter does not have to be changed as the range changes automatically.
Specific Dates - These are specific dates that are entered and you control what the range is. If a report is saved with these settings or a filter is remembered with these settings, those specific date ranges will be saved as well and when the report is re-run or the filter applied, it will always use those exact dates, they will never change.
- In the Date Range Type drop down, select Specific Dates.
- The form will change to display the Start Date and End Date of the range. Both these fields are required. One can't be left open ended. Type in the dates or click the calendar icon to select a date.
- Or you can also automatically populate the Start Date and End Date with common date ranges.
- Click the Common Dates icon.
- Select the common dates from the list
- Change the dates if required.
Rolling Dates - Use this option to save reports and views which will dynamically change the date range with every day, week, month, quarter or year.
The decision to select day, week, month, quarter or year is based upon the frequency the date range should change as opposed to the report date range. For example, a report with a range of approximately one month forward from today that updates the date range each day needs the Day(s) selection as opposed to the Month(s) selection. The Start will be 0 (today) and the end will be 30 to add 30 days forward in the date range from 0 (today).
Alternatively, selecting Month(s) with the same settings 0 and 30 settings as referenced above will change the report date range at the beginning of each month to include a range of 30 months starting with the first day of this month.
In addition to the Date Range options above, some reports contain date Filter Types for reporting items which have scheduling properties i.e. there is both a start and end dates that could be effected by the date range.
The date Filter Type options are as follows:
Occurs In will include all scheduled items which occur during the time selected, even if the start and/or end date for the item is not in the date range. For example, an item scheduled to start in January and end in March does occur in February.
Starts In will include only scheduled items with a start date in the range selected without regard to the end date which may fall outside the date range selected.
Ends In will include only scheduled items with an end date in the range selected without regard to the start date which may fall outside the date range selected.
Contained Within will include the scheduled items which have both a start and end date within the range selected. For example, a scheduled item with a start date in January and an end date in February will NOT be included in the results of a date range selection for January. The item schedule must start AND end in January to be part of the report.