---
title: Set the period to review data
slug: '1704'
canonical_url: https://docs.coveo.com/en/1704/
collection: coveo-analytics
source_format: adoc
---
# Set the period to review data
You can determine the date interval over which you want to review Coveo Analytics [data](https://docs.coveo.com/en/259/) in various areas of Coveo, such as the [Coveo Analytics reports](https://docs.coveo.com/en/266/), [data exports](https://docs.coveo.com/en/257/), and the [Visit Browser](https://docs.coveo.com/en/274/).
In the date picker of the reports, you can also determine the period used to establish trends in metric and trend [report cards](https://docs.coveo.com/en/267/).

## Set a period to review data

To focus on a specific period of data, you can adjust the date range in the date picker.

. (Optional - Reports only) When you want a specific date range selection to be the default for your report, access Edit mode by clicking **Edit** in the upper-right corner.

> **Important**
>
> Although you can modify the date range on a given report without accessing Edit mode, the changes you make will only apply to the current session.
> This means that the next time you open the report, the default date range will be displayed.
> To change the default date range to a different one and ensure that it remains the same each time you open the report, modify it in Edit mode and save the report.

. Click the current date range.

Depending on your context, see the appropriate topics to locate the date range:

* [Review and manage dashboards](https://docs.coveo.com/en/1542#set-a-date-interval-in-which-to-review-data)

* [Review and manage explorers](https://docs.coveo.com/en/1899#set-the-date-interval)

* [Review trends from the Summary dashboard](https://docs.coveo.com/en/1559/)

* [Review user visits with the Visit Browser](https://docs.coveo.com/en/1964/)

* [Manage data exports](https://docs.coveo.com/en/l9fb0345/)

> **Note**
>
> (Coveo for Salesforce only) Depending on your date range selection and license limit, some date range options can be grayed (see [Coveo for Salesforce edition comparison](https://docs.coveo.com/en/l2590456#salesforce-service-solutions)).

. In the **Report Period** panel that opens, use one of the following methods to select the date range you want to review:

![Report period date picker | Coveo](https://docs.coveo.com/en/assets/images/coveo-analytics/report-period-date-picker.png)

* In the **Select a Date Range Shortcut** section, click the last complete **Week**, **Month**, **Year**, **7 Days**, **31 Days** or **365 days** link to automatically set the start and end dates accordingly relative to the day the page is displayed.

> **Notes**
>
> * The current day is excluded from date range shortcut selections to prevent affecting trends and other analytics.
> 
> * The date range can't exceed 365 days.

* In the **Enter a Date Range** section, in the **Start** and **End** boxes, enter the beginning and end dates in the `mm-dd-yyyy` format.

* In the **Select a Date Range** section, do one of the following:

** Click the left or right double-arrows to adjust the month, and then click the start and end dates.

** Click a month label (for example, **May, 2023**) to select the entire month as the date range.

> **Notes**
>
> * (Reports only) The report remembers your date range selection so you don't have to set it each time the report is displayed.
> 
> * (Reports only) When you set specific **Start** and **End** dates, the results shown will always belong to those particular dates.
>  
> For example, on May 1st, 2023, you want to create a report that presents the Coveo Analytics data for April 2023, so you select April 1st, 2023 as the **Start** date and May 1st, 2023 as the **End** date instead of selecting **31 Days**.
> 
> If you select **31 Days** and open the report on May 2nd, you would see the results from April 2nd to May 2nd.
> 
> * All three methods are linked together, meaning that you can select a date range shortcut, and then select a different start or end date, for example.
> 
> * The calendar picker uses your browser's time zone.

* (Reports only) In the **Compare to** section, click the **Previous Period**, **Previous Month**, **Previous Year**, or **Custom Period** link to set the period to compare the current selected data with.

The trends in the metric and trend (dashboards only) cards are automatically updated based on your selection.

![Metric card trend | Coveo](https://docs.coveo.com/en/assets/images/coveo-analytics/metric-card-trend.png)

> **Notes**
>
> * By default, the **Previous Period** is used to compare.
> 
> * The reports remember your date range selection so you don't have to set it each time the report is displayed.

. Once you're done, click **Apply**.

. (Reports only) If you're in Edit mode, don't forget to save your changes by clicking **Save** in the upper-right corner.

## Required privileges

The following table indicates the required privileges to view and edit elements of the [**Data Exports**](https://platform.cloud.coveo.com/admin/#/orgid/usage/raw-data/data-exports/) ([platform-ca](https://platform-ca.cloud.coveo.com/admin/#/orgid/usage/raw-data/data-exports/) | [platform-eu](https://platform-eu.cloud.coveo.com/admin/#/orgid/usage/raw-data/data-exports/) | [platform-au](https://platform-au.cloud.coveo.com/admin/#/orgid/usage/raw-data/data-exports/)), and [**Visit Browser**](https://platform.cloud.coveo.com/admin/#/orgid/usage/visit/) ([platform-ca](https://platform-ca.cloud.coveo.com/admin/#/orgid/usage/visit/) | [platform-eu](https://platform-eu.cloud.coveo.com/admin/#/orgid/usage/visit/) | [platform-au](https://platform-au.cloud.coveo.com/admin/#/orgid/usage/visit/)) pages and associated panels.

> **Note**
>
> Access to dashboards or part of their content may be further restricted as a function of the member (see [Manage access to reports](https://docs.coveo.com/en/1888/) and [Manage permission filters](https://docs.coveo.com/en/1917/)).

[%header,cols="~,~,~"]
|===
|Action
|Service - Domain
|Required access level

|View reports
a|
Analytics - Analytics data

Analytics - Dimensions

Analytics - Named filters

Analytics - Permission filters

Analytics - Reports

Organization - Organization
|View

.3+|Edit reports
a|
Analytics - Analytics data

Analytics - Dimensions

Analytics - Named filters

Analytics - Permission filters

Organization - Organization
|View

a|
Analytics - Exports

Analytics - Reports
|Edit

a|
Analytics - Administrate
|Allowed
|===