Main selections

There are three main selections that a user must perform:

Tenant

If a user have access to multiple tenants, he can switch from one tenant to the other. Every tenant has its own set of pages.

Page

The user can access one of a set of different pages, representing either the analysis dashboard for a group of positions or some specific reporting pages (e.g. business plan).

Period

The user can specify a given period (time interval) which will be used to compute all the metrics displayed in the page (in charts, lists, etc..). Note that a given metric (and therefore the corresponding chart) can depend on either dates or on only one of them (generally the end date). See metrics for details.

Custom selection

The user can specify manually the begin and end dates of the time period.

Preset periods

The use can specify a predefined rule to automatically set the time period (e.g. This year, Last year, Since inception)