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Period picker and default periods

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 → Default periods — for every view, then view by view when a team needs another one.

Period picker​

Period picker📅 1 – 31 Oct 2026 · Document date ▾TodayYesterdayLast 7 daysLast 30 daysThis monthLast monthThis quarterThis yearLast 12 monthsAllSeptember 2026MTWTFSS123456789101112131415161718192021222324252627282930October 2026MTWTFSS12345678910111213141516171819202122232425262728293031DATEDocument dateActivity dateArchive dateCancelApplyThe range itselfand the date basisPresetsThis month by defaultDate basisdepends on the pageTwo monthsclick a start, then an endApplya custom range: Custom

The button shows the range itself (for example 1 – 31 Oct 2026) and the date basis. It opens a panel with:

PartContent
PresetsToday, Yesterday, Last 7 days, Last 30 days, This month, Last month, This quarter, This year, Last 12 months, All.
CalendarThe 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.
DateThe date basis, in the footer, on the pages that offer it (see below).
Apply / CancelApply the range, or close the panel without changing anything.
Yesterday

Yesterday runs from yesterday to today, so that the night batches that cross midnight are counted in full.

Date basis per page​

PageChoicesDefault
Billing overview, StatisticsDocument date · Activity date · Archive dateDocument date
OperationsActivity date · Document date · Archive dateActivity date
E-InvoicingUpdate date · Issue date · Archive dateUpdate date
E-DocumentsArchive date · Document dateArchive 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 the Billing overview and Statistics, off on Operations and E-Invoicing (E-Invoicing takes the value of the dashboard it is opened from). The Explorer offers the same switch in every analysis.

Default periods​

Settings › Views & UI › Default periodsDefault periodsThe period a page opens on until the user picks another one. Analyses and dashboards of the Explorer keep their own period.EVERY VIEWThis month ▾Per viewBilling overviewSame as every view ▾Operations dashboardYesterday (and today) ▾StatisticsSame as every view ▾InvoicesLast 7 days ▾E-DocumentsSame as every view ▾DiagnosticsLast 30 days ▾Integration errorsSame as every view ▾Processing logYesterday (and today) ▾Reports › IntegrityLast 30 days ▾Every viewThis month when left as isOverride per viewnine viewsExplorer apartanalyses keep their periodUser choice winsover the default

Open it from Settings → Views & UI → Default periods. Like most Settings editors, it is in English only.

FieldDefaultDescription
Every viewThis monthThe period every page opens on.
Per viewSame as every viewOne 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.

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.