To make it easier to view Month-to-Date (MTD) and Year-to-Date (YTD) results, we’ve simplified how these periods can be selected in Insights.
Previously, you may have seen two fields —
is MTD
and is YTD
— which could be used alongside the Date filter to reflect MTD or YTD results. These were introduced before there was flexibility in setting custom date ranges, but that extra step is no longer needed.These two fields will now be
hidden
in Insights.- No existing content will be affected — anything that currently uses these fields will continue to work as-is.
- However, we recommend updating any existing setups to use the simpler and more flexible date range options available in the Date filter.
Here’s how you can now easily reflect these time periods:
For Month-to-Date:
- Set the Date filter to Between → Relative timeframe → Beginning of this month
- Then choose today (if you want to include yesterday) or tomorrow (if you want to include today)
For Year-to-Date:
- Set the Date filter to Between → Relative timeframe → Beginning of this year
- Then choose today or tomorrow, depending on how you define your cutoff
💡 Tip:
After you set your filter, check the date range that appears just below your dropdowns to confirm the exact dates being used.This change helps reduce extra steps, keeps queries cleaner, and provides more flexibility to define your preferred time frame.
As always, if you have any questions or feedback, please reach out to us via the chat by selecting the "?" mark icon in the lower-left corner of the page.