There are columns that require date filter and this page will help you understand how date filter works and how you should use it.
First is, set the Run Date. By default, this field will show today's date. Change this field as you feel necessary.
- The following column types will allow you to define date filter.
- Beginning Balance
- Budget
- Credit
- Credit Units
- Debit
- Debit Units
- Ending Balance
- GL Amounts
- GL Trend
- Units
- Add any of the columns mentioned on #2.
The Start and End Offset fields will be available. In these fields, define your date filter.
Start offset date will define the Start Date field. This is always the first day of the month depending on what is selected in the Start Offset date field.
End offset date will define the End Date field. This is always the last day of the month depending on what is selected in the End Offset date field.
The following will help you understand how each will compute the date.Run Date selected is 1/26/2016
As Of Date selected from Report Settings screen is 12/31/2015Based on Run Date (Column designer screen) Based on As Of Date (Report Settings screen) Start/End Offset Description Start Date End Date Start Date End Date BOT Beginning of Time 1/1/1900 1/1/1900 1/1/1900 1/1/1900 BOY Beginning of Year 1/1/2016 1/1/2016 1/1/2015 1/1/2015 BOY-1yr Beginning of Year minus 1 yr 1/1/2015 1/1/2015 1/1/2014 1/1/2014 BOY-2yr Beginning of Year minus 2 yrs 1/1/2014 1/1/2014 1/1/2013 1/1/2013 BOY-3yr Beginning of Year minus 3 yrs 1/1/2013 1/1/2013 1/1/2012 1/1/2012 BOY-4yr Beginning of Year minus 4 yrs 1/1/2012 1/1/2012 1/1/2011 1/1/2011 BOY-5yr Beginning of Year minus 5 yrs 1/1/2011 1/1/2011 1/1/2010 1/1/2010 EOY End of Year 12/31/2016 12/31/2016 12/31/2015 12/31/2015 EOY-1yr End of Year minus 1 yr 12/31/2015 12/31/2015 12/31/2014 12/31/2014 EOY-2yr End of Year minus 2 yrs 12/31/2014 12/31/2014 12/31/2013 12/31/2013 EOY-3yr End of Year minus 3 yrs 12/31/2013 12/31/2013 12/31/2012 12/31/2012 EOY-4yr End of Year minus 4 yrs 12/31/2012 12/31/2012 12/31/2011 12/31/2011 EOY-5yr End of Year minus 5 yrs 12/31/2011 12/31/2011 12/31/2010 12/31/2010 Custom Defaulted to Today's date. You can define specific date here. 1/26/2016 1/26/2016 12/31/2015 12/31/2015 0 Current Month 1/1/2016 1/31/2016 12/1/2015 12/31/2015 1 Current Month plus 1 month 2/1/2016 2/29/2016 1/1/2016 1/31/2016 2 Current Month plus 2 months 3/1/2016 3/31/2016 2/1/2016 2/29/2016 3 Current Month plus 3 months 4/1/2016 4/30/2016 3/1/2016 3/31/2016 4 Current Month plus 4 months 5/1/2016 5/31/2016 4/1/2016 4/30/2016 5 Current Month plus 5 months 6/1/2016 6/30/2016 5/1/2016 5/31/2016 6 Current Month plus 6 months 7/1/2016 7/31/2016 6/1/2016 6/30/2016 7 Current Month plus 7 months 8/1/2016 8/31/2016 7/1/2016 7/31/2016 8 Current Month plus 8 months 9/1/2016 9/30/2016 8/1/2016 8/31/2016 9 Current Month plus 9 months 10/1/2016 10/31/2016 9/1/2016 9/30/2016 10 Current Month plus 10 months 11/1/2016 11/30/2016 10/1/2016 10/31/2016 11 Current Month plus 11 months 12/1/2016 12/31/2016 11/1/2016 11/30/2016 12 Current Month plus 12 months 1/1/2017 1/31/2017 12/1/2016 12/31/2016 24 Current Month plus 24 months 1/1/2018 1/31/2018 12/1/2017 12/31/2017 -1 Current Month minus 1 month 12/1/2015 12/31/2015 11/1/2015 11/30/2015 -2 Current Month minus 2 months 11/1/2015 11/30/2015 10/1/2015 10/31/2015 -3 Current Month minus 3 months 10/1/2015 10/31/2015 9/1/2015 9/30/2015 -4 Current Month minus 4 months 9/1/2015 9/30/2015 8/1/2015 8/31/2015 -5 Current Month minus 5 months 8/1/2015 8/31/2015 7/1/2015 7/31/2015 -6 Current Month minus 6 months 7/1/2015 7/31/2015 6/1/2015 6/30/2015 -7 Current Month minus 7 months 6/1/2015 6/30/2015 5/1/2015 5/31/2015 -8 Current Month minus 8 months 5/1/2015 5/31/2015 4/1/2015 4/30/2015 -9 Current Month minus 9 months 4/1/2015 4/30/2015 3/1/2015 3/31/2015 -10 Current Month minus 10 months 3/1/2015 3/31/2015 2/1/2015 2/28/2015 -11 Current Month minus 11 months 2/1/2015 2/28/2015 1/1/2015 1/31/2015 -12 Current Month minus 12 months 1/1/2015 1/31/2015 12/1/2014 12/31/2014 -24 Current Month minus 24 months 1/1/2014 1/31/2014 12/1/2013 12/31/2013
There are columns that require date filter and this page will help you understand how date filter works and how you should use it.
- First is, set the Run Date. By default, this field will show today's date. Change this field as you feel necessary.
- Add Budget, Calculation, Credit, Credit Units, Debit, Debit Units, Ending Balance, GL Trend, Segment Filter or Units column.
- In the Filter Type field click the dropdown combobox button. All available filter types will show a Start and End Dates based on Run Date selected. The Start and End Dates will show you exactly the date range for the selected Filter Type. This helps you visualize the date coverage of the date filter based on the Run Date selected.
As for Custom filter type, it will show today's date and you will need to setup the Start and End Dates.
When printing report and you use a column designer with Filter Type setup columns, it will be the As of Date field that is being used as basis for the date filters.
Ex:
If this is the column designer setup, take note that the first part is using the Caption - Column Name while the 2nd part is using the Caption - Filter Type.
>As of Date is using today's date.
This is how the report will look like.
>As of Date is setup with other dates within the fiscal year
>As of Date is setup with a date that is from previous fiscal year
There are columns that require date filter and this page will help you understand how date filter works and how you should use it.
- First is, set the Run Date. By default, this field will show today's date. Change this field as you feel necessary.
- Add Budget, Calculation, Credit, Credit Units, Debit, Debit Units or Segment Filter column.
- In the Filter Type field click the dropdown combobox button. All available filter types, except Custom, will show the Start Date and End Date based on Run Date selected.
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