Appointy lets you filter the metrics shown on your Dashboard by a selected time frame.
This is useful when you want to review business performance for a specific period instead of looking at the default dashboard view.
Quick navigation
Dashboard → Time Frame → Select a predefined period or Custom
How to filter dashboard metrics
Step 1: Open the Dashboard
- Log in to your Appointy admin account.
- Click the Dashboard icon from the left-side navigation.
Step 2: Open the time-frame selector
At the top-right of the Dashboard, click the time-frame drop-down.
Step 3: Select the required period
Choose one of the available predefined time frames.
If you want to review a specific period, select:
Custom
and enter the required date range.
Once selected, the Dashboard metrics will update based on that period.
.
Example
Suppose you want to review business performance for the first two weeks of October.
You can:
- Open Dashboard
- Open the time-frame selector
- Choose Custom
- Enter the required start and end dates
- Apply the range
The Dashboard will refresh and show metrics for that selected period.
Why use dashboard date filters?
Filtering Dashboard metrics can help you:
- Compare business performance across different periods
- Review short-term trends
- Check recent appointment activity
- Analyze business performance for a specific campaign or period
- Focus on the time frame most relevant to your review
Frequently Asked Questions
Where can I change the Dashboard time frame?
Open the Dashboard and use the time-frame selector in the top-right corner.
Can I use a custom date range?
Yes. Select Custom from the time-frame drop-down and enter the required dates.
Does changing the Dashboard time frame affect appointments or reports?
No. It only changes the period used to calculate and display the Dashboard metrics.
Do the Dashboard metrics update automatically after I select a time frame?
Yes. Once the time frame is applied, the Dashboard refreshes to show metrics for that period.