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- 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 as you change the Run Date.
As for Custom filter type, it will show today's date and you will need to setup the Start and End Dates.
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