Special reports on the 1st of the month (or week, quarter or year)

When you set up your Reports in SunriseKPI to have a frequency of anything other than daily—so, weekly, monthly, quarterly or yearly, then you’ll want to be able to compare the current week, month, quarter or year to the previous one.

With that in mind, whenever you view a Report (either in the app or receive a report via email) on the 1st day* of that reporting period, then the reported numbers work slightly differently than if you’re viewing this report on any other day.

*If the report’s frequency is set to Weekly, then the first of each week is Monday. If the report’s frequency is set to monthly, quarterly, or yearly, then the first day is the 1st of the month, 1st of the quarter, or January 1st.

On that 1st of the (whatever the reporting period is), the numbers will show the final data collected on the final day of the previous period, compared to the final day of the period before that.

For example: Let’s say that you have a Report set to a frequency of “Monthly”.

If you view this Report on November 1st, you will see the numbers that were collected on October 31st, compared to the numbers collected on September 30th. This way, on November 1st, you would be able to see how the entire month that just ended (October) compared to the month before that (September).

This works the same whether today’s actual date is the 1st day of the reporting period, or if you’re using the Time Machine feature to go back in time to the 1st of some reporting period in history.