Most of your data — scores, flags, advisory commentary — is tied to a specific month. The period selector in the header lets you choose which month you're viewing, so you can check the current period or look back at history. This guide shows you how.
💡 Tip — Who can use this Available to all clients. The selector is in the header on every page.
Quick reference
| Step | Action |
|---|---|
| 1 | Pick a month from the period selector |
Step 1 — Switch the period
In the top-right header, click the period dropdown (it shows the current month, for example "July 2026"). A list of your available periods appears.

Click the month you want. The page refreshes to show that period's data, and your choice is remembered as you move between sections — so you can compare the same month across the dashboard, KPIs, and advisory without re-selecting it.
📝 Note — Only periods with data appear The selector lists months you've submitted or reviewed data for. If a month isn't there, no data exists for it yet. Start a submission for that month on the Submit Data page to make it appear.
💡 Tip — Great for comparisons Switching periods is the easiest way to see how a metric or score has changed over time. View last month, then switch back to this month to compare.