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Kareo Help Center

Edit Date Range

Most reports within the application are initially displayed using a default date range.

To change the date range for the report 

  1. Open the report.
  2. Click the down-arrow on the right of the Dates box, and select a date range from the pre-set date ranges (e.g., Today, Month-to-Date, Quarter-to-Date, Year-to-Date, etc.). Once selected, the new date range will appear in the From and To boxes to the right of the Dates box. If you select "Custom" from the drop-down list, you will need to manually enter both the From and To dates for the report (use the diagonal [/] symbol to separate the month, day and year). In some instances, a report may only show a single date rather than a date range; however, the same principle applies in changing a single date as in changing a date range.
  3. Once the date options have been changed, click the Refresh button on the upper right of the task to regenerate the report.

Note: The important thing to remember when working with reports is that any time you change the date options within a report, you must click the Refresh button to regenerate the report based on the newly defined date settings.

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