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There are columns that require date filter and the following topics this page will help you understand how each date filter works and how you should use it. But before that, the following constant setup will be used to explain each and every filter type. In that way, it will be easier to identify the difference between each filter type.
Fiscal Year setup.
This is very important because most of the filter types will be looking into this setup to identify the date filter. Not only that, how the fiscal year is setup, will make a great difference in some filter types. like
This is the Row setup.
This is the Column setup. The Calculation column type will be used. This means that the amount to be shown in this column is to be taken from what was posted to the General Ledger and the Filter Type will dictate the Start and End Date of the transaction to be filtered. For all the illustration we will present, only the Filter Type will change.
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- As Of
- As Of Fiscal Year
- As Of This Month
- As Of Period
- As Of Previous Fiscal Year
- As Of Previous Month
- As Of Previous Period
- As Of Previous Quarter
- As Of Previous Year
- As Of Next Fiscal Year
- As Of Next Month
- As Of Next Period
- As Of Next Quarter
- As Of Next Year
- Custom
- Fiscal Year
- Previous Fiscal Year
- Next Fiscal Year
- Period
- Previous Period
- Next Period
- This Month
- Previous Month
- Next Month
- Previous Year
- Next Year
- Fiscal Year To Date
- Next Fiscal Year To Date
- Previous Fiscal Year To Date
- Month To Date
- Period To Date
- Quarter To Date
- Year To Date
- Last Year Month To Date
- Last Year Quarter To Date
- Last Year To Date
.
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. 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) | ||||
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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 | - |
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 |
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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.
The following will help you understand how each will compute the date. Run Date selected is 1/26/2016
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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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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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