Keep old cases out of today's numbers

After a year or two, a project's dashboards start to describe history rather than the present: hundreds of long-approved cases dominate TOTAL CASES, and the METRICS charts flatten. Archive Data lets a manager draw a line by date, per case status: cases older than the line are excluded from dashboards and metrics but are not deleted - they can still be found by case ID or form name through the site dashboard's search box.

Open Project Settings (the gear on the Project dashboard) and, under DASHBOARDS, select Archive Data. The page lists the five case statuses, each with an Archive Date and a switch.