Dynamic Insertion in Report Designer

Account Name and Custom Date Range Dynamic Insertion in Templates

Account Name Insertion

If you want to add the name of an account automatically ( a title or in a widget), you can use {AC1} to insert the name dynamically

Date Range Insertion

The date ranges in the Custom Report Designer are named DR1, DR2, etc. (depending on the Campaign widgets).

There are two ways you can insert date ranges into the Custom Report Designer:

Basic Format

Put {DR1} or {DR2} or {DR<number>} into a text field, and it gets replaced by the corresponding date range in the final report. The Format is DD M YYYY → DD M YYYY (Example: 31 Jul 2012 → 04 Sep 2013)

Advanced Format

In case you want greater control on how the date ranges show up, you can specify your custom date format. For each date range, SD refers to the start date, and ED refers to end date of the date range. Also, you need to specify the date format.




day of the month (no leading zero)


day of the month (two digits)


day of week short (Example: Wed)


day of week long (Example: Wednesday)


month of the year (no leading zero)


month of the year (two digits)


month name short (Example: Apr)


month name long (Example: April)


year (two digits)


year (four digits)

Example: If DR1 is set to (1st April 2014 to 31st April 2014) and DR2 is set to (1st March 2014 to 31st March 2014):

To Show

Use this format

April 2014

{SD1: MM yy}

Apr 14

{SD1: M y}

01 April 2014 -> 31 April 2014

{SD1: dd MM yy} -> {ED1: dd MM yy}

May 2014

{SD2: MM yy}

1 May 14 -> 31 May 14

{SD2: d MM y} -> {ED2: dd MM y}

April 2014 vs. May 2014

{SD1: MM yy} vs. {SD2: MM yy}

May 1, 2014 to May 31, 2014

{SD2: MM d, yy} to {ED2: MM dd, yy}

Thursday, May 1 to Saturday, May 31

{SD2: DD, MM d} to {ED2: DD, MM dd}

Insert Previous Period 

If you are reporting on a previous period then you may add a dynamic date range for clarity in Scheduled Reports. Say, if you are comparing performance w.r.t. DR1 which is set to 1st June 2017 to 30th June 2017, then you can use the following format options to report for May 2017: 



To show

1st May 2017
- 31st May 2017


Previous period of DR1
1st May 2017

{PSD1: dd MM yy}

Previous period start date w.r.t. DR1
31st May 2017

{PED1: dd MM yy}

Previous period end date w.r.t. DR1

Demo Video

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