Choosing a date range and comparing periods
Pick a date range, set custom start and end dates, and compare against the previous period in Analytics.
Every report in Analytics is scoped to a window of time. The Date range control sets that window, and the Compare control lets you measure it against the period right before it.
Set the date range
The Date range selector lives in the Filters bar at the top of every report. Pick a preset, or choose Custom to enter exact dates.
Open a report
Head to Analytics and choose the report you want, such as a SAMI Bots, calls, texts, or Pipeline view.
Open the Date range menu
In the Filters bar, find the Date range dropdown. It defaults to the report's standard window.
Pick a preset
Choose from Today, Yesterday, This week, Last 7 days, Last week, Last 14 days, This month, Last 30 days, Last month, Last 90 days, This year, Last year, or All time. The report reloads with the new window.
Or set custom dates
Choose Custom to reveal Start and End date pickers. Enter both dates to scope the report to an exact span.
Your selection is saved to the page URL, so you can bookmark a report or share the link and the recipient sees the same range.
All time skips date filtering entirely and includes every record in your account — handy for lifetime totals, but slower to load on large accounts.
Compare against the previous period
The Compare control sits in the same Filters bar with two options: Off and Previous. Switch it to Previous and SAMI OS pulls the equivalent stretch of time immediately before your current range.
For example, with Last 30 days selected, Previous compares against the 30 days before that. With This month, it compares against last month. Each metric card and tile then shows a percentage delta badge — green when the number is up, red when it's down — so you can read momentum at a glance without doing the math.
Compare is available on most reports but not on the leaderboard, which always ranks people for the single selected range. Switch back to Off any time to hide the delta badges.
How timezone affects your numbers
Reports group activity by calendar day in your account's reporting timezone, which defaults to US Central time. A call that lands at 11pm Pacific may count toward the next day in the report, so totals can differ slightly from the raw timestamps you see on a contact.
This matters most for narrow ranges like Today or Yesterday, where a single late-night event can shift between days. For wider ranges and trend lines, the effect washes out. If your team works across time zones, keep this in mind when a daily count looks off by one. You can confirm where activity is being logged from a contact's timeline in Contacts or from the running feed in Agent Activity.
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Last updated 2026-06-21