Period picker, navigation and lists
The dashboards and lists of NomaUBL share one period picker: the same presets, the same calendar and, where the page offers it, the choice of the date the period is read against. The period each page opens on is set once for the instance under Settings → Views & UI → Navigation & lists — for every view, then view by view when a team needs another one.
Period picker
The button shows the range itself (for example 1 – 31 Oct 2026) and the date basis. It opens a panel with:
| Part | Content |
|---|---|
| Presets | Today, Yesterday, Last 7 days, Last 30 days, This month, Last month, This quarter, This year, Last 12 months, All. |
| Calendar | The previous and the current month, weeks starting on Monday. A click on a start date, then on an end date, selects a free range, shown as Custom. |
| Date | The date basis, in the footer, on the pages that offer it (see below). |
| Apply / Cancel | Apply the range, or close the panel without changing anything. |
Yesterday runs from yesterday to today, so that the night batches that cross midnight are counted in full.
Date basis per page
| Page | Choices | Default |
|---|---|---|
| Billing overview, Statistics | Document date · Activity date · Archive date | Document date |
| Operations | Activity date · Document date · Archive date | Activity date |
| E-Invoicing | Update date · Issue date · Archive date | Update date |
| E-Documents | Archive date · Document date | Archive date |
Document date (or Issue date) is the date printed on the invoice; Activity date the last change in NomaUBL; Archive date the date the document was processed.
Exclude reviewed errors
Next to the picker, the Exclude reviewed errors switch hides the invoices already reviewed by customer service that still sit in an error status; reviewed invoices in other statuses stay counted. It is on by default on every page — Billing overview, Statistics, Operations and E-Invoicing; a list opened from a dashboard takes the dashboard's choice. An invoice is left out only when it is marked reviewed; an invoice without a review mark stays counted. The Explorer offers the same switch in every analysis.
Settings › Navigation & lists
One page of the Settings — Settings → Views & UI → Navigation & lists, in English only like most Settings editors — gathers what shapes the interface for every user: the start page, the navigation, the default periods, the lists and the dashboard cache.
Start page
| Field | Default | Description |
|---|---|---|
| After sign-in | Billing overview | The page shown after sign-in: Billing overview, Operations dashboard, Statistics, IT dashboard, Invoices, E-Documents, E-reporting, VAT declaration, Diagnostics, Reports or Explorer. A user whose role does not grant it opens the Billing overview, else the first page the role grants. Under a restricted licence, the application opens on the Operations dashboard. |
Navigation
| Field | Default | Description |
|---|---|---|
| Auto collapse | No — expanded, collapse by hand | Yes — icons only, expands on hover: the menu folds to a rail of icons and the pages get the width; hovering the icons opens the menu over the page, and picking a page folds it back. The manual collapse button is then hidden. |
Dashboard cache
| Field | Default | Description |
|---|---|---|
| Cache (minutes) | 60 | How long the Billing overview, Statistics and Operations dashboards reuse the figures they loaded — coming back to a dashboard or changing page does not query again — and how long the documents processed per day of the IT dashboard are kept on the server for every user. An open dashboard reloads on its own after the delay; ↻ reloads at once. 0 = always reload. |
Each dashboard shows when its figures were loaded (Updated 14:05), next to ↻ — on the IT dashboard, in the subtitle of Documents processed per day. The figures kept in the browser are lost when the page is reloaded.
Default periods
They are set on the same page, Settings → Views & UI → Navigation & lists.
| Field | Default | Description |
|---|---|---|
| Every view | This month | The period every page opens on. |
| Per view | Same as every view | One field per view, to open that page on another period. |
The views that can be set, in the order of the editor: Billing overview, Operations dashboard, Statistics, Invoices, E-Documents, Diagnostics, Integration errors, Processing log, Reports › Integrity. The choices are the presets of the picker; Yesterday (and today) is the Yesterday preset and All dates the All preset.
The default only sets the opening period: a period the user picks on a page still wins, and pages that remember their filters (Billing overview, Statistics) reopen on the last one used. The analyses and dashboards of the Explorer keep their own period.
The values are saved in the Global settings (tab Periods) and served to the pages by GET /api/ui/period-defaults.
Lists
The Lists group of Navigation & lists sets two values for every list that has none of its own in List views:
| Field | Default | Description |
|---|---|---|
| Rows per page | 50 | Rows shown per page of the grid. |
| Rows loaded | 100 000 | Rows read per refresh (Run); filters and sorting then work on them in the browser. A notice X / Y rows tells when the limit is reached. |
Stored as defaultPageSize and defaultMaxRows in the Global settings.
Tips & best practices
- Match the opening period to how the team works. Yesterday for an operations team checking the night batches, Last month for a finance review of the closed month.
- Keep the same date basis when comparing two pages. A count by Document date and a count by Archive date never match exactly.
- Use All sparingly on large instances. Every dashboard block then reads the whole history.