Did you know?#2: How to filter your report by custom date range in PageSense

Did you know?#2: How to filter your report by custom date range in PageSense


Do you want to quickly view your experiment analysis or responses over different time periods? Want to effortlessly compare the performance of your website by specific weeks, months, or years? Also, see whether your new marketing strategies or efforts have brought the expected sales in a planned time frame? 

PageSense makes this easy for you with custom data range filters in your report. 

There might be situations when you want to narrow down and see your experiment reports based on specific date or date ranges instead of the entire duration—for example, viewing the number of successful signups obtained on your SaaS website during Q1 and Q2 of business cycles, or watching the purchase pattern of the customers on your ecommerce site over the two months  before an end-of-season sale. 

Using the custom date range in your reports can let you quickly pick a date range or interval of reports on your PageSense dashboard and filter your data at a granular level based on your business requirements. This extracted information can act as clear evidence to prove your new optimization and marketing efforts in front of your peers or external stakeholders.  
 
So, if you haven't used this option yet? Try it out for yourself now:
From the REPORTS page, click the date picker at the top-right corner and choose Custom Range. Next, select the start and end dates from the Calendar within which you want to view your data. The end date in your custom filter can not exceed the current or last date your experiment was running.


Note: You can also filter and view your reports using other predefined date filters like Today, Yesterday, and Last 7 Days for experiments currently running. Additionally, you can see the Last 30 Active Days filter for experiments in a paused state but that have been active for a minimum of 30 days.



Another beautiful addition to date filters is the Compare Range option, which helps you answer the fundamental business question, “How much better/worse is my website doing at this time compared to the last time?” Using this option, you can filter and compare your experiment reports between different time periods—for example, the same period last year, the previous month on this day, week-over-week, and more—that are differentiated by two different colors within a single report. 

In order to create a comparison report, click the date picker on your REPORTS page and click the Compare Ranges option from the menu. Next, select Previous Period, Previous Month, or Custom Period from the dropdown and choose the date ranges from the Calendar:
  • Previous period—Compares the currently selected period in the calendar to the previous (immediately preceding) matching period. For example, if the current period is last three days of a month, the comparison period is to the previous three days prior to your current chosen dates.



  • Previous month—Compares the currently selected period to the same period last month . For example, if the current period is a particular week of the month, the Calendar displays comparison data for the matching dates last month.

  • Custom period—Compares your report based on the fixed date range you manually select from the Calendar.

Here is a table to understand the differences better. 
Comparison Option
Start Dates
End Dates
Previous period
Sept 13, 2021 to Sep 15, 2021
Sept 10, 2021 to Sept 12, 2021
Previous month
Oct  4, 2021 to Oct 8, 2021
Sept  4, 2021 to Sept 8, 2021
Custom period
April  01, 2021 to June  30, 2021
July 01, 2021 to Sept  30, 2021

Note: You can also select one of the following date ranges from the menu like Today, Yesterday, Last 7 Days, and Last 30 Days to create your comparison report.

Bonus tip: The best way to understand your reports is to combine date range filters with audience segment filters. Say, for example, you want to filter the number of purchases made by new visitors in your sales funnel during the past 10 days of running an ad campaign. This combination of filtering will help you accurately segregate your website data based on certain specific audience groups over most important periods of time (or events). 

Was that helpful? Do share your feedback or comments in the box below. Before we wrap up, here is a heads-up on our next post in the series: How to target and run your experiment to a specific group of visitors on your website. 'Til then, stay tuned. 

Start learning. Start customizing!

    • Recent Topics

    • Download pricebook products & details - not just pricebook creation date & name

      We're looking to download a copy of a pricebook and its associated products & book prices (as we have several offices in different countries selling the same products), however, when using the export feature under Data administration it only gives me

    • Learning how to customize templates via code and best practices

      Hi! Our developers team want to learn how to edit our template files safely. The last time we messed with these files our site went down for a day and we had to reconfigure it from scratch. What are the best practices to do this? How can we get a template

    • Output product SKU in ecommerce

      Hi how do I display the product SKU on the page can I place the SKU variable on the layout to output the SKU value.

    • Automate Note Creation for Service Appointments

      Hi Latha, I hope you're doing great. Thank you for your continued support in helping resolve previous issues — it's truly appreciated. I'm currently working on automating another workflow using Deluge in the Service_Appointment module. Specifically, I

    • Unable to create a Zoho Desk ticket from a call in Zoho CRM

      I want to create a Zoho Desk ticket when a new record is created in the Calls module in Zoho CRM. However, I get the following error message when trying to test & debug: We are unable to setup Zoho CRM. Please try again or contact us for further help

    • [Live Webinar] New in Zoho WorkDrive: AI enhancements, Data Loss Prevention, Version Controls, and more

      Hello everyone, We're excited to bring you another round of powerful updates in Zoho WorkDrive! Join us on May 15 for an exclusive live webinar where we’ll unveil the latest features designed to enhance your team’s productivity, collaboration, and data

    • Support for Digital Goods/Products and password protection

      Hi! Some companies sell product licenses or digital products directly, these licenses are unique for each sale that later allow you to download a ZIP file with a passwod-key that can uses the same license code (for example, a market report) or, failing that, is used in the product such as an authentication in the software or a request. It would also be interesting those who sell in subscription mode and can be integrated with Zoho Subscription. Thank you

    • Share forms with your team to collaborate better

      Collaborating and communicating as a team gets things done faster and increases productivity. That's why we're excited to announce our form collaboration feature, where you can share your forms privately with select users and co-edit them together.  What's

    • Integrate QuickBooks with Bigin and streamline your sales and accounting!

      If your business relies on Bigin for customer management and QuickBooks for accounting and invoicing, this new integration is here to make your operations more efficient. By connecting these two platforms, you can now manage your CRM and financial processes

    • What's New in Zoho Inventory | January - March 2025

      Hello users, We are back with exciting new enhancements in Zoho Inventory to make managing your inventory smoother than ever! Check out the latest features for the first quarter of 2025. Watch out for this space for even more updates. Email Insights for

    • Streamlining customer inquiries with Email-In approvals

      Greetings! Email-In has transformed the way Bigin users manage customer inquiries by seamlessly converting emails into pipeline records. By creating email aliases for your Bigin pipelines, any email sent to these aliases is automatically turned into a

    • Zoho People API - all active employees' emails

      Hello, how can i get all active employees' emails in Zoho People using api?

    • Default Lookup Field Value based on Picklist

      How do I change a lookup field value based on another field's value, while creating/editing a record using form? I have a picklist of different types of Loans. For example: PPP, EDIL, Term, etc. When I create a record using the form, if I choose PPP from

    • Notice: Revise OpenAI model permissions to continue Using Zia Writing Assistant

      Dear Users, We’re upgrading the Zia Writing Assistant to use the GPT-4o-mini model for improved performance and accuracy. To continue using the Writing Assistant, please revise your OpenAI model settings by May 27, 2025. After this date, older models

    • Bulk upload image option in Zoho Commerce

      I dont know if I am not looking into it properly but is there no option to bulk upload images along with the products? Like after you upload the products, I will have to upload images one by one again? Can someone help me out here? And what should I enter in Category URL in the excel sheet that I use for upload? I entered my sub-category directly and it is still undefined. Can someone help me here please? I need to get my store live asap.

    • Managing manual users

      Why are there two seemingly-identical lines in the manual user management? How can someone in the space be both Disabled and Admin? What is the difference between the two groups?

    • Work Order Creation Issue

      Dear Team, I would like to inquire about the daily limit for Work Order creation in Zoho FSM. Yesterday (02/05/2025) at around 6:30 PM GST, I attempted to create a Work Order, but I have been unable to do so since then. Please find the attached image

    • The 3.1 biggest problems with Kiosk right now

      I can see a lot of promise in Kiosk, but it currently has limited functionality that makes it a bit of an ugly duckling. It's great at some things, but woeful at others, meaning people must rely on multiple tools within CRM for their business processes.

    • We need customizable sub-form layouts

      Currently, we can arrange sub-form fields only in a single row. The single row layout means salespeople must horizontally scroll to uncover information. As a result, salespeople cannot see all of the relevant information simultaneously.  The administrator

    • How can i connect the zoho people to n8n.io

      Hello, I hope you are doing well Iam working on an automation in which I will be fetching the data from Zoho People of my employees to arrange, modify, and upload on Google Sheets to maintain their attendance data. I tried through the Zoho Developer Console

    • Staff Tracking in

      Hi , I would like to see what activity my staff does over Zoho CRM and over Zoho Mail . I need to know which deals in CRM haven't been touched or had an activity on by a particular staff member . Basically need to establish what work.gets done by WFH

    • How do you make sure the same person doesn't answer the survey twice?

      Preventing multiple responses to a survey is really important because letting people answer more than once can seriously ruin the data. It skews results, making it seem like certain opinions are more popular than they are. This can lead to misleading

    • GCLID arrives not in CRM with iframe integrated ZOHO Form

      Hello amazing community, I enabled Adwords integration in ZOHO CRM. I have a ZOHO Form integrated in a wordpress. I tested iframe and Javascript. I enabled the "handover" GCLID in the ZOHO Form. When I add a GLID with http://www.example.com/?gclid=TeSter-123.

    • Sending Recruit SMS's to Zoho Cliq - Or tracking in the Messages module in Recruit?

      Is there any way to send SMS Gateway messages in Recruit to ZOho Cliq? We use 2-way SMS massages a lot in Zoho Recruit to speed up communication with Candidates. However the only way to keep track of received SMS's is by keeping a look out for the Email

    • Feature Request - Insert URL Links in Folders

      I would love to see the ability to create simple URL links with titles in WorkDrive. or perhaps a WorkDrive extension to allow it. Example use case: A team is working on a project and there is project folder in WordDrive. The team uses LucidChart to create

    • Group Emails

      I have synced Zoho CRM to Campaigns but there are certain email not synced. showing it is Group Emails, but this email ids belongs to different individuals. please provide a solution as i nedd to sync the same.

    • How to modify query from a DataBridge Connection

      Hello, I just installed the new DataBridge tool to import data to our Zoho Analytycs account from our local database. It works well so far, and data gets sync every day. The only issue that I found is that we do not know how to modify the query that imports

    • Is there a way to force a page refresh after changing a Subform via Workflow / Function?

      I have a workflow which triggers a function, and in this function i am changing the values of a certain subform. The changed are only visibile when i manually refresh the page and this is a no-no for my use-case. When other workflows, that change certain

    • Unable to invite contacts

      Hi! I'm unable to invite contacts as end-users from my trial account. The green pop-up displays "Invited succesfully" but the email never arrives, nor the re-invitation - even though it's "sucessfully" as well. Tried with several e-mail accounts, even

    • Enable Full Theme Editor for Help Center (Disable Express Builder)

      Dear Zoho Support, We are currently using the Elegant theme in Zoho Desk Help Center, but we only have access to the limited Express Builder. We would like to switch to the full Theme Editor to be able to: Access Language Strings Edit all pages (HTML/CSS/JS)

    • Can't setup email on outlook (Android Phone)

      Dear All Support, I have tried many time to setup this zoho mail over the android phone (outlook app) . But it's always show me to check username/password of my email . But i can login from the webmail , that's why i confuse , How can i able to access my email from the webmail but can't login into the outlook app. Please help me Thank You

    • Zoho Desk - account and contact lookup by phone

      Hi team, Does Zoho Desk allow to lookup Accounts and Contacts by phone or not? I am using this endpoint- GET https://desk.zoho.eu/api/v1/accounts/search?phone=987-654-3210 But I am getting this error- { "errorCode": "UNPROCESSABLE_ENTITY", "message":

    • Way to export / import a Flow between different accounts?

      Hi, I developped some flows in my account and see that for some other organisation I'm working with, they would need the same or similar flows. Is there a way for me to export one flow from one account and import it to another ? This would be handy, as

    • Setting admin only field values in widget

      Hello If I'm using a Widget addRecord function invoked by a user input (the user has write permission not developer) can he set values to a field that is set to be visible to Admin only?

    • Exclude Segment from Campaign Recipients

      I've created two Segments in order to separate Non-Marketing Contacts from Marketing Contacts. I'd like to send an Eblast to all Marketing contacts in my lists, but when I go to select Recipients, I have two options: 1. To Choose Lists to Send to; 2.

    • Option to Delete Chats in IM

      Currently, there is no option to delete any chats in IM, regardless of their source.

    • Stop completed task lists from disappearing?

      Is there any way to stop projects from making tasks lists disappear when all the tasks in the list are completed? That's one of those little things where we're constantly fighting the product. For instance we have some projects which are ongoing - no start and end date. We use Kanban view to show the various task lists. We don't want the kanban list to disappear every time the items on it happen to be closed out. Thanks

    • Adding Coloured Picklist Based On Email Body Text

      Hey All, So i am having this problem, Im currently trying to automate a coloured picklist so that when the body of an email contains a specific word it will assign one of my coloured picklist i have created automatically, But it appears this only works

    • Compliant SQL?

      I am a Microsoft Access developer. At the moment I am downloading tables from Zoho into an Access database to create join queries that I am unable to do in Zoho. I am doing this because Zoho doesn't seem to fully support all SQL statements that Access

    • Automation #11 - Auto Update Custom Fields with Values from Emails

      This is a monthly series designed to help you get the best out of Desk. We take our cue from what's being discussed or asked about the most in our community. Then we find the right use cases that specifically highlight solutions, ideas and tips to optimize

    • Next Page