...
First is, set the Run Date. By default, this field will show today's date. Change this field as you feel necessary.
Image Removed
Image Added
- 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. 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.
...
Run Date selected is 1/26/2016
As Of Date selected from Report Settings screen is 12/31/2015
|
| Based 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 | - |
BOY | Beginning of Year | 1/1/2016 | - | 1/1/2015 | - |
BOY-1yr | Beginning of Year minus 1 yr | 1/1/2015 | - | 1/1/2014 | - |
BOY-2yr | Beginning of Year minus 2 yrs | 1/1/2014 | - | 1/1/2013 | - |
BOY-3yr | Beginning of Year minus 3 yrs | 1/1/2013 | - | 1/1/2012 | - |
BOY-4yr | Beginning of Year minus 4 yrs | 1/1/2012 | - | 1/1/2011 | - |
BOY-5yr | Beginning of Year minus 5 yrs | 1/1/2011 | - | 1/1/2010 | - |
EOY | End of Year | - | 12/31/2016 | - | 12/31/2015 |
EOY-1yr | End of Year minus 1 yr | - | 12/31/2015 | - | 12/31/2014 |
EOY-2yr | End of Year minus 2 yrs | - | 12/31/2014 | - | 12/31/2013 |
EOY-3yr | End of Year minus 3 yrs | - | 12/31/2013 | - | 12/31/2012 |
EOY-4yr | End of Year minus 4 yrs | - | 12/31/2012 | - | 12/31/2011 |
EOY-5yr | End of Year minus 5 yrs | - | 12/31/2011 | - | 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 | 12/31/2014 |
Expand |
---|
|
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. Image Added
- 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. 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 is 1/26/2016 As Of Date selected from Report Settings screen is 12/31/2015
|
| Based 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 | - | BOY | Beginning of Year | 1/1/2016 | - | 1/1/2015 | - | BOY-1yr | Beginning of Year minus 1 yr | 1/1/2015 | - | 1/1/2014 | - | BOY-2yr | Beginning of Year minus 2 yrs | 1/1/2014 | - | 1/1/2013 | - | BOY-3yr | Beginning of Year minus 3 yrs | 1/1/2013 | - | 1/1/2012 | - | BOY-4yr | Beginning of Year minus 4 yrs | 1/1/2012 | - | 1/1/2011 | - | BOY-5yr | Beginning of Year minus 5 yrs | 1/1/2011 | - | 1/1/2010 | - | EOY | End of Year | - | 12/31/2016 | - | 12/31/2015 | EOY-1yr | End of Year minus 1 yr | - | 12/31/2015 | - | 12/31/2014 | EOY-2yr | End of Year minus 2 yrs | - | 12/31/2014 | - | 12/31/2013 | EOY-3yr | End of Year minus 3 yrs | - | 12/31/2013 | - | 12/31/2012 | EOY-4yr | End of Year minus 4 yrs | - | 12/31/2012 | - | 12/31/2011 | EOY-5yr | End of Year minus 5 yrs | - | 12/31/2011 | - | 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 | 12/31/2014 |
|
Expand |
---|
|
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.
![](/download/attachments/4489954/image2015-4-14%2010%3A27%3A0.png?version=1&modificationDate=1428978432787&api=v2&effects=border-simple,shadow-kn) - 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.
![](/download/attachments/4489954/image2015-4-14%2010%3A30%3A25.png?version=1&modificationDate=1428978637430&api=v2&effects=border-simple,shadow-kn) As for Custom filter type, it will show today's date and you will need to setup the Start and End Dates.
![](/download/attachments/4489954/image2015-4-14%2010%3A33%3A21.png?version=1&modificationDate=1428978813780&api=v2&effects=border-simple,shadow-kn)
![](/download/attachments/4489954/image2015-4-14%2010%3A35%3A10.png?version=1&modificationDate=1428978922423&api=v2&effects=border-simple,shadow-kn) 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.
![](/download/attachments/4489954/image2015-5-18%2018%3A34%3A6.png?version=1&modificationDate=1431945275267&api=v2&effects=border-simple,shadow-kn) >As of Date is using today's date.
![](/download/thumbnails/4489954/image2015-5-18%2018%3A26%3A0.png?version=1&modificationDate=1431944789233&api=v2&effects=border-simple,shadow-kn) This is how the report will look like.
![](/download/attachments/4489954/image2015-5-18%2018%3A44%3A14.png?version=1&modificationDate=1431945884017&api=v2&effects=border-simple,shadow-kn) >As of Date is setup with other dates within the fiscal year
![](/download/thumbnails/4489954/image2015-5-18%2018%3A41%3A42.png?version=1&modificationDate=1431945731807&api=v2&effects=border-simple,shadow-kn)
![](/download/attachments/4489954/image2015-5-18%2018%3A43%3A44.png?version=1&modificationDate=1431945853300&api=v2&effects=border-simple,shadow-kn) >As of Date is setup with a date that is from previous fiscal year
![](/download/thumbnails/4489954/image2015-5-18%2018%3A44%3A57.png?version=1&modificationDate=1431945926463&api=v2&effects=border-simple,shadow-kn)
![](/download/attachments/4489954/image2015-5-18%2018%3A49%3A2.png?version=1&modificationDate=1431946171733&api=v2&effects=border-simple,shadow-kn)
|
...