How Do I Compare Date Ranges on a Report?

In this article, we look at how you can use Comparison Ranges and Time Series Metrics to compare different date ranges on a report and track the changes between them. 

So how do we go about setting this up?  

What is a Comparison Range?

A comparison range is where you have 2 (or more) date ranges on a chart report so you can compare the results between different periods. 

This has a number of great use-cases, particularly when it comes to trend analysis and trying to assess your relative performance over a period of time.

Here's an example on a Sales report, comparing Sales over the Last 30 Days with the prior 30-day period: 

Comparison Ranges work on any of our chart reports (think anything with a graph and/or totals at the top). So as you can imagine, there are a lot of possible use-cases.

Let's take a look at how to set this up.

Adding a Comparison Range

First and foremost, let's look at how to add another date range to the report. 

Start off by setting your initial date range at the top. You want this to be the oldest dates that you are comparing 

This is because you want the date ranges to run in chronological order, so that the percentage increases/decreases over time are displayed as time moves forward. 

So using our example above, we want to put January 1st 2021 to December 31st 2021 in here.

We'll choose a Monthly breakdown so we can see how each month compares in terms of Sales performance.

You must put a breakdown in for this to work (e.g. Daily, Weekly, Monthly, etc), so switch it from Summary to whichever one you need. 

Next, go to the top right corner, click the 3-dot menu button, and click Add Range: 

Here a dialogue box will pop up that lets you choose a second date range to add to the report. 

Here we want the 2nd date range to run from January 1st 2022 to December 31st 2022. Click Ok when you're done, and the results should look like this: 

Notice that now, we have 2 rows for each Month and 2 types of line on the report. In our chart, the solid line is our original date range (2021) and the dotted line is our new comparison range (2022) that we added. 

Note - in this case the report is comparing the Orders (blue) and the Gross Sales (green). You can of course check/uncheck any of the checkboxes on the column headers to add/remove them as lines on the graph. 

What is a Time Series Comparison Metric

The other way we can do a comparison in Report Toaster is as a Time Series via a Metric. 

A metric is any field in Report Toaster that works with totals at the top, like a Sum or Average. E.g. Gross Sales on the 30 Day Summary report. 

We can create Custom Metrics too - see our Calculated Fields article for more information. 

A Metric on a Time Series (think a chart report with a breakdown like Daily, Weekly, Monthly etc) can also then have a comparison added in the table like so: 

Adding Time Series Comparison Metrics

We'll start off by clicking the columns button (top right) to adjust the columns that appear on the report: 

Next we can click the comparison (+/-) button on any metric field we want to compare.

So for example, if we're looking to compare our Gross Sales each day and how they have increased/decreased, lets click the +/- button next to that. 

This will pop up with a small window, with a couple of options to cover. 

Unlike Shopify's comparisons, you can then include/exclude any of the following via the check-marks: 

1. The metric's value (e.g. $100,00 in Gross Sales). You probably don't want to remove this unless you ONLY want to see the increase/decrease. 
   
2. What percent the metric changed from the prior row (e.g. +5%). 
   
3. How much the metric changed from the prior row (e.g. +$4,500). 

Click Ok when you're done (I selected all of them here) and then your report will now look like this: 

This sort of information is vital for trend analysis, and can save valuable time and effort in comparing data over a specified range. 

So that's really all there is to it! 

If you need any further help with creating a comparison range or configuring your report, feel free to reach out to us at any time.

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