Note: The Health Check report is a client report. To access it, go to Analytics → Client Reports in the left-hand menu.
The Health Check report shows data for the last year (365 days), up to and including today.
You might want to adjust the date range to look at a specific period, and you can do that. But it's worth understanding what happens when you do.
The two date filters
You'll find two date filters in the filter panel on the right:
TXN Date
Lets you select a specific date range manually
TXN Date (Relative)
Set by default to the last year, including today. This one rolls forward automatically so it always shows the most recent 12 months
Both filters can be adjusted, but we recommend keeping the defaults when sharing the report with clients.
What happens to the Data Quality Score if you change the date?
The Data Quality Score is calculated based on the transactions within the period you're viewing. If you narrow the date range, there are fewer transactions to analyse - and the score can drop significantly, sometimes all the way to 0%. This isn't an error, it's just how the calculation works.
A 0% score with no context can be alarming for a client, so we strongly recommend sticking to the default date range before sharing the report with them.
Need to analyse data across different time periods?
If you want to dig into data quality across different timeframes or compare clients internally, use the Data Quality report at the practice level.
It's designed for that kind of deeper analysis and gives you more flexibility without the same impact on scores.
A note on sharing
If you do adjust the date filters for your own internal analysis, just make sure you switch back to the defaults before sharing the report with a client.
A customised view that shows a low or 0% score could lead to unnecessary questions and confusion.
The Health Check report is a great tool for giving clients a clear picture of their financial data quality - keeping the default date range is what makes it most useful and consistent over time.