How Do I See Past Data On a Storyboard?

Being able to see how your different marketing efforts performed in the past is a crucial part of making improvements for the future.

Making sure you can have a wholistic view of all your data is one of the most important parts of making progress. With Optix, we make sure that you can set date ranges on the storyboard so you can see what your metrics were in whatever date you desire (as long as there is history).

When you are viewing or editing a storyboard, there will be a calendar in the top right corner of the board.

This shows the date range the board is currently constrained to, in the case above, the month of March 2021. To Change the date range, all you need to do it click the dropdown arrow and select the date range you want to see.

But what if you want to see more than a single month at a time? What about daily, quarterly, or annually?

The default is set to monthly intervals, but to change the interval you want to see the dates in, all you have to do is click the calendar on the left side of the date range box. This will open the box where you can select to change the intervals to your desired amounts.

Select your change and click “Update” to apply the change.

And that is how you change the date range on your storyboards!

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