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BayWise SchedulerHow-To GuidesFilter Analytics by Period

Filter Analytics by Period

All six analytics sections — Overview, Bays, Techs, Efficiency, Delays, and Services — support date filtering. Changing the period lets you compare today’s performance against any historical window. Raw numbers only tell part of the story; context comes from comparison.

A 65% bay utilisation on a rainy Tuesday at Okafor Auto Works Abuja tells a very different story from 65% on the peak Friday before a public holiday. Period filtering gives you that context without leaving the analytics view.

Filter to WEEK when preparing for a staff review or weekly ops meeting. Filter to MONTH to identify trends in promise accuracy or technician efficiency.

The four period options

The period selector offers four options:

  • DAY — a single calendar day. Use for daily reviews, morning briefings, or checking a specific date.
  • WEEK — a rolling seven-day window ending today. Use for weekly trend analysis and staff reviews.
  • MONTH — a rolling thirty-day window or the current calendar month. Use for monthly reporting, payroll cycles, and longer-term trend identification.
  • CUSTOM — pick any start and end date from the calendar. Use for non-standard reporting periods, payroll cycles that do not align with calendar months, or comparing specific date ranges.

Changing the period in any analytics section

Open Analytics

From the left navigation, click Analytics, then select any section (Overview, Bays, Techs, Efficiency, Delays, or Services).

Click the period selector

At the top of the view, you will see the current period label. Click it to open the period picker.

Choose your period

Select DAY, WEEK, MONTH, or CUSTOM. For DAY, click a specific date. For CUSTOM, click the start date and then the end date.

Data updates automatically

The charts, metric cards, and summary row refresh immediately. No save button is required.

The period selector works identically across all six sections. Changing the period in one section does not affect the others — each section maintains its own period selection.

Period comparison

Some metric cards display a comparison to the equivalent preceding period. For example, if you select WEEK, the card also shows the same metric for the seven days before that window, with an upward or downward indicator showing whether the figure has improved or declined.

This comparison is especially useful for:

  • Bay utilisation — is this week’s 72% better or worse than last week’s 68%?
  • Promise adherence — is the workshop delivering jobs on time more often than it was a month ago?
  • Technician efficiency — has average job duration per technician improved after a process change or skills training?

If the comparison indicator is not visible on a particular metric, that metric either does not yet support comparison in your current plan, or the selected period is too short to produce a meaningful comparison value.

Why period filtering matters

Without date context, analytics become noise. Consider these scenarios:

  • A workshop in Dubai shows low utilisation on a Friday — not a problem, it is the local weekend.
  • A workshop in São Paulo shows a spike in job volume on the first Monday of the month — predictable, because that is when fleet clients bring their vehicles in for monthly servicing.
  • Mehta Auto Centre’s Pune West location shows 80% utilisation last week while Pune East sits at 50%. That comparison is only useful for a coaching conversation if both figures are pulled from the same period with the same filter.

Period filtering makes comparisons honest. Anchor comparisons to equivalent days — Monday to Monday, week to week — rather than mixing a peak Friday with a slow Tuesday.

Custom ranges for payroll or billing cycles

If your workshop runs on a non-calendar billing or payroll cycle — for example, the 1st to the 25th of each month — use the custom range option. Set the start and end dates to match your cycle exactly, then export or screenshot the data for your records.


Common questions

Does the period filter apply to both charts and the summary cards at the top? Yes. Every element on the page updates when you change the period — charts, metric cards, summary row, data tables, and any export you generate from that view.

Can I save a custom period as a favourite or default? Not currently. Each session opens each analytics section at its default period. Custom ranges must be reapplied each time you visit the page. Saved default periods are planned for a future release.

What is the earliest date I can filter back to? You can filter back to the date your organisation was created in BayWise. Historical data exists from the first recorded job onwards. There is no rolling data expiry on standard plans.

Can I compare two non-adjacent periods side by side? Not directly from the period picker — it selects a single continuous range. To compare two non-adjacent periods, open the analytics view in two separate browser tabs, apply a different period to each, and compare them side by side.

I changed the period but the data looks unchanged. What is wrong? Check that the location filter is set correctly. If you manage multiple locations and have recently switched, re-apply the period. Also verify that jobs were actually recorded in the historical period you selected — if BayWise was not in use yet, there will be no data to show.

Does filtering to a past period affect what is currently scheduled? No. Analytics filters are read-only views of historical data. Changing the period in analytics never modifies your current schedule, jobs, or settings.