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Selecting time buckets

A number of reports show results in a bucketized format. The buckets can be defined by clicking on the clock icon in the upper right corner of such screens.
 

 
The popup window allows you to define the horizon you want to report for:
 

  • The size of the buckets:
    • Telescope:
      A telescopic horizon with a bucket size that increases as we go further out in the future.
      You’ll get the next 2 weeks in daily buckets, followed weekly buckets for the next 2 months, and monthly buckets for the rest of horizon.
    • Week:
      Weeks starting on Monday.
    • Month:
      Calendar months.
      Note that week and month boundaries are not aligned: a week may span across 2 months.
    • Quarter:
      Groups 3 calendar months.
    • Year:
      Calendar years.

     

  • The start and end date of the report horizon can be specified in 2 ways:
    • As absolute dates.
    • Relative to the current date.
      The report horizon then always starts at the current date of the plan. This value is specified in the Parameter table as “currentdate”, or is automatically set to the system clock if the parameter is absent or unspecified.
      The end date of the reporting horizon is equal to the current date plus the specified offset. When the offset is specified in weeks or months, the end date is rounded up to the start date of the following week or month. This avoids reporting on partial buckets.

     

The settings you select are saved and will apply to all bucketized reports you open. The settings can also be edited from the user preferences screen.
 
An administrator can update the bucket boundaries by manipulating the records in the dates table: In this way you can set up the buckets that are relevant for your organization, and also give the buckets the labels you prefer.

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