---
title: Dates, Comparisons and Filters
description: "Every report shares the same controls at the top of the page. Your choices carry over as you move between reports. Table of Contents [Toggle](#) - [Date range](#Date_range) - [Comparison](#Comparison) - [Interval](#Interval) - [Filters](#Filters) - [Currency](#Currency) - [Customize the Overview](#Customize_the_Overview)…"
url: "https://wpruby.com/knowledgebase/deep-insights-dates-comparisons-and-filters/"
updated: "2026-11-13"
category: Deep Insights for WooCommerce
---

# Dates, Comparisons and Filters

Every report shares the same controls at the top of the page. Your choices carry over as you move between reports.

Table of Contents

 [Toggle](#)

- [Date range](#Date_range)
- [Comparison](#Comparison)
- [Interval](#Interval)
- [Filters](#Filters)
- [Currency](#Currency)
- [Customize the Overview](#Customize_the_Overview)
- [Light and dark mode](#Light_and_dark_mode)
- [Tables and chart data](#Tables_and_chart_data)
- [Export to CSV](#Export_to_CSV)

## Date range

Click the date button to pick a preset or a custom range.

[![The date range picker with presets and a custom range](https://cdn.wpruby.com/wp-content/uploads/2026/11/13142825/deep-insights-docs-date-range.png)](https://cdn.wpruby.com/wp-content/uploads/2026/11/13142825/deep-insights-docs-date-range.png)

Presets: Today, Yesterday, Last 7 days, Last 30 days, Last 90 days, This month, Last month, This quarter, Last quarter, This year, Last year and All time.

Dates use your store's timezone (**Settings → General** in WordPress).

By default, an order belongs to the date it was **paid**, the same as WooCommerce Analytics. You can change this to the created or completed date in [Settings](https://wpruby.com/knowledgebase/deep-insights-settings/). Refunds always count on the date they were issued.

## Comparison

The second control compares the selected range with:

- **Previous period**: the same number of days just before the range.
- **Same period last year**
- **No comparison**

Each figure then shows the change, for example "+12.4% vs $8,137.00". Green means the change is good for the business and red means it is not, so a rising refund rate shows in red.

## Interval

Charts group data by day, week, month, quarter or year. **Auto interval** picks a sensible one for the range. Weeks start on the day set in **Settings → General → Week Starts On**.

## Filters

Click **Filters** to narrow every report on the page.

[![The Filters panel](https://cdn.wpruby.com/wp-content/uploads/2026/11/13142826/deep-insights-docs-filters.png)](https://cdn.wpruby.com/wp-content/uploads/2026/11/13142826/deep-insights-docs-filters.png)

You can filter by:

- Products and variations (search by name or SKU)
- Categories (includes subcategories)
- Countries
- Payment gateways
- Shipping methods
- Order statuses (overrides the counted statuses in Settings)
- Customer type: new, returning, registered accounts or guests
- Customer segment (RFM)

A number on the Filters button shows how many filters are active. Use **Clear all** to remove them.

When you filter order-level reports by a product or category, Deep Insights includes the **whole order** for every order that contains it. Product reports count only the matching lines.

## Currency

If your store has taken orders in more than one currency, a currency selector appears. Deep Insights never converts or adds currencies together; each currency is reported separately.

## Customize the Overview

On the Overview page, click **Customize** to choose which metric cards appear. Your choice is saved to your user account.

[![Choosing which metrics appear on the Overview](https://cdn.wpruby.com/wp-content/uploads/2026/11/13142827/deep-insights-docs-customize.png)](https://cdn.wpruby.com/wp-content/uploads/2026/11/13142827/deep-insights-docs-customize.png)

## Light and dark mode

The button in the top-right corner switches between automatic (follows your system), dark and light themes.

[![The Overview in dark mode](https://cdn.wpruby.com/wp-content/uploads/2026/11/13142828/deep-insights-docs-overview-dark.png)](https://cdn.wpruby.com/wp-content/uploads/2026/11/13142828/deep-insights-docs-overview-dark.png)

## Tables and chart data

- Click a column heading to sort a table.
- Use the search box above a table to find a row.
- Under each chart, **Show data table** reveals the exact numbers behind it.
- Hover over the info icon next to a metric to see how it is calculated. **How these numbers are calculated** at the bottom of a report explains its method.

## Export to CSV

Click **Export CSV** to download the report you are viewing, with the current dates and filters. Exports include every row, even when a table on screen shows only the top results.

Customer-level exports (Customers and RFM segments) need the **Manage WooCommerce** capability.
