Setting a custom date range in your Analytics Dashboard is useful to find specific data on how customers engage with your website and emails. When you set a date range, the metrics you choose will update according to the dates selected. This allows you to hone in on the performance of different metrics across the same time span and compare them to those of the same date range in any external analytics tools you may use.
Note that the Custom dropdown range is limited to a maximum total of 18 months.
That being said, there are important factors to keep in mind to ensure that your analytics show what you expect to see.
Adding a Custom Date Range
Head to your Dashboard and select the Analytics tab.
Select Custom from the Show dropdown. Two boxes will appear where you type in the dates that provide a range for your analytics. Again, you will only be able to choose up to 18 months of data.
Click the dropdown next to this date range and choose one of three options: Daily, Weekly, or Monthly.
After you input your desired date range, click Apply. This will refresh the analytics cards and display the new custom date range you have selected.
Date Range Best Practices
It is important to note that the daily, weekly, or monthly views all operate differently. It's important to understand how these ranges are calculated, otherwise, you may not accurately interpret results.
Selecting daily will result in a breakdown of analytics for each day in the chosen time period. For example, if you choose a custom date range between September 10-20, this option will show data only from those days. This is your best option when you have a very specific range of days or would like to look at less than a week of data.
If you choose weekly, the date range will generate analytics for each week in that range, using every day's data from Monday to Sunday. This is important to note because if you choose to start your custom date range on a Wednesday, it will include information from that prior Monday and Tuesday. For every week listed, each day's data will be recorded regardless of if you explicitly put that given date in your range.
For our example using September 10-20, let's say September 10th falls on a Tuesday and September 20th falls on a Friday. You may plug in weekly and assume that your data will depict only those dates selected in week format — this is not the case. Rather, even though you manually input a 10-day span, it will automatically show data from all 14 days. Thus, Monday the 9th, Saturday the 21st, and Sunday the 22nd will also be included in the analytics that result.
The weekly option for custom date range is best used when you want to view data in full week increments. Keep in mind that weeks will start on Monday and end on Sunday in your reporting.
The monthly option operates similarly to the weekly option in that it takes into account all of the data from the month associated with your inputted dates. So, if you select monthly and choose dates that start and end in the middle of months, the report will display data from days outside that range as well so that the full months' report is shown.
If you select monthly for September 10-20, all days outside of that range in the month of September will be represented. Thus, analytics for September 1-30 will be included in your report.
Analytics Cards Best Practices
Note that in order to improve the performance of the dashboard load times, there is a limit on the number of cards that are automatically loaded. Klaviyo only serves up the first 50 cards in each dashboard view. If you need to view more than 50 cards, create a new dashboard view and add the cards to this new version.
To further enhance your ability to receive timely data, we also limit the total number of dashboards themselves to no more than 75 per Klaviyo account. If you need to create more than 75 analytics dashboards, delete old versions or merge some of your dashboards together.