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Understanding Date Filters in the Health Check Report
Understanding Date Filters in the Health Check Report
Jhanav Lakhiani avatar
Written by Jhanav Lakhiani
Updated over a week ago


In the Health Check report, we provide bookkeepers and their clients with valuable financial insights. One of the key metrics in this report is the "Data Quality Score," which is based on a default date range of the last 365 days including the current day.

We understand that bookkeepers may want to customize the date range to explore different metrics or other purposes.

In this article, we'll explain how to use date filters and provide insights into the implications of changing the date range.

Using Date Filters

The Health Check report offers three date filter options:

1. Locked Default Date Range: This date range is set to the last 365
days, including today. It cannot be changed.

2. Unlocked Date Filters: The other two date filters are not locked,
and you can use these to select different timeframes within the last
365 days.

These options allow you to explore the report with specific
date ranges to meet your needs.

Impact on Data Quality Score

It's essential to be aware that altering the date range can significantly impact the Data Quality Score metric. When you deviate from the default date range, the Data Quality Score can drop to 0%, rendering it irrelevant.

The reason for this change is tied to the score calculation, which penalizes issues found in periods with relatively fewer transactions.

Consistency for Client Sharing

The Health Check report is primarily designed to be shared with clients.

To ensure consistency and meaningful comparisons, a default date range is
set and should ideally be used most of the time.

Changing the date range may lead to confusion when comparing data quality scores.

Alternative for Internal Analysis

For bookkeepers who wish to analyze data quality scores across different
clients and timeframes, we offer a separate (practice-level) Data Quality

This report is intended for internal use and does not have the same
constraints as the Health Check report.

Advice on Sharing

While it is possible to change the date filters in the Health Check report for
internal analysis, we advise against sharing the report with clients when
using custom date ranges.

This is because clients might have questions about low scores, and it could ultimately be necessary to revert to the default timeframe for meaningful comparisons.


The Health Check report is a valuable tool for bookkeepers and their clients, offering insights into financial data. You can use this report effectively by understanding how date filters work and their impact on the Data Quality Score.

While customization is possible, it's essential to consider the implications of changing the date range, particularly when sharing the report with clients for consistent and meaningful assessments.

For in-depth internal analysis of the Data Quality Score, the practice-level Data Quality report offers more flexibility for the particular metric.

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