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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.
- 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.
Note 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. This date is computed based on the Run Date set if you are working on Column Designer screen and the As Of Date entered in the Report Settings screen if you are printing/previewing a report.
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. This date is computed based on the Run Date set if you are working on Column Designer screen and the As Of Date entered in the Report Settings screen if you are printing/previewing a report.
The following will help you understand how each will compute the date.
Run Date selected
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is 1/26/2016
As Of Date selected from Report Settings screen
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is 12/31/2015
Based on Run Date (Column designer screen) | Based on As Of Date (Report Settings screen) | ||||
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Start/End Offset | Description | Start Date | End Date | Start Date | End Date |
BOT | Beginning of Time | 1/1/1900 | - | 1/1/1900 |
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BOY | Beginning of Year | 1/1/2016 | - | 1/1/2015 |
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BOY-1yr | Beginning of Year minus 1 yr | 1/1/2015 | - | 1/1/2014 |
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BOY-2yr | Beginning of Year minus 2 yrs | 1/1/2014 | - | 1/1/2013 |
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BOY-3yr | Beginning of Year minus 3 yrs | 1/1/2013 | - | 1/1/2012 |
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BOY-4yr | Beginning of Year minus 4 yrs | 1/1/2012 | - | 1/1/2011 |
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BOY-5yr | Beginning of Year minus 5 yrs | 1/1/2011 | - | 1/1/2010 |
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EOY | End of Year | - | 12/31/2016 |
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- | 12/31/2015 | ||
EOY-1yr | End of Year minus 1 yr | - | 12/31/2015 |
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- | 12/31/2014 | ||
EOY-2yr | End of Year minus 2 yrs | - | 12/31/2014 |
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- | 12/31/2013 | ||
EOY-3yr | End of Year minus 3 yrs | - | 12/31/2013 |
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- | 12/31/2012 | ||
EOY-4yr | End of Year minus 4 yrs | - | 12/31/2012 |
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- | 12/31/2011 | ||
EOY-5yr | End of Year minus 5 yrs | - | 12/31/2011 |
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- | 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/ |
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There are columns that require date filter and this page will help you understand how date filter works and how you should use it.
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