Building Dynamic Reports with Klipfolio Date Picker Components

Posted on July 11, 2017 by Sunil Sharma, Vikram Mehta

Date Picker is an effective custom functionality that user can implement in any Klipfolio dashboards (For e.g Facebook Dashboards, Hubspot CRM Dashboards, and Google Spreadsheet etc) to populate the data for the particular date range. It can be implemented at Dashboard Level or at Klip Level.

Dynamic dashboards built using Klipfolio can also be integrated with other business platforms such as Salesforce. By embedding Klipfolio dashboards within Salesforce, organizations can monitor real-time metrics and operational data directly inside their CRM environment. This integration allows teams to access live analytics without switching between multiple platforms.

Key Features:

  • Easy date selection.
  • Customizable date ranges.
  • Show data in a given date range.
  • Populates the data dynamically.
  • Can be used to compare data for different period.

Other ways of Date Picker Implementation

  • Period Selection as Drop-Down
    • Yearly (Year To Date, Previous Year etc)
    • Quarterly (Last 90 Days, Previous Quarter)
    • Monthly (Month To Date, Last 30 Days, Last Month)
    • Weekly (Last Seven Days, Previous Week, Week To Date)

How does DatePicker in FB Dashboard work?

It dynamically populates the data of Activities of the FB pages based on particular Date Range Selection. Activities can be Impressions, Reach, Clicks, Likes, Reactions, Shares, Comments. Date Picker in Fb Dashboards

We can select date range. Then click on Submit.

Now data on dashboard get refresh as per selected date range.

Here in above figure, we selected the date range from 15/06/2017 to 30/06/2017. After clicking on Submit, these results are showing:

Impression: 629
Reach: 425
Clicks: 5
Likes: 66
Reaction: 67
Shares: 0
Comments: 0

Some more Snapshots of other Date Picker Implementations

  • Date Picker Implementation in Hubspot Dashboards(Date Range)
    Date Picker Implementation in Hubspot Dashboards

  • Date Period Implementation in Google Spreadsheet Dashboards(Period Wise)
    Date Period Implementation in Google Spreadsheet Dashboards

  • Date Period Implementation in FB Dashboards(Period Wise)
    Date Period Implementation in FB Dashboards

Summary:

Klipfolio dashboards can retrieve data from multiple systems including CRM platforms like Salesforce. By creating custom Salesforce data sources using SOQL queries, users can fetch specific objects and fields required for reporting and analytics. Klipfolio’s Simple SOQL Query Mode makes it easier to build these queries using a user-friendly interface instead of writing complex query statements manually.

Klipfolio provides powerful capabilities for building interactive dashboards, integrating multiple data sources, and creating dynamic reporting solutions using features such as date pickers, filters, and custom formulas. Organizations can leverage these capabilities to build flexible analytics solutions tailored to their business needs. To explore more tutorials, integration guides, and dashboard development resources, visit our Klipfolio page.

For any query on Date Picker Implementation In Klipfolio, contact support@astreait.com