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There are columns that require date filter and the following topics will help you understand how each 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.

  1. As Of
  2. As Of Fiscal Year
  3. As Of This Month
  4. As Of Period
  5. As Of Previous Fiscal Year
  6. As Of Previous Month
  7. As Of Previous Period
  8. As Of Previous Quarter
  9. As Of Previous Year
  10. As Of Next Fiscal Year
  11. As Of Next Month
  12. As Of Next Period
  13. As Of Next Quarter
  14. As Of Next Year
  15. Custom
  16. Fiscal Year
  17. Previous Fiscal Year
  18. Next Fiscal Year
  19. Period
  20. Previous Period
  21. Next Period
  22. This Month
  23. Previous Month
  24. Next Month
  25. Previous Year
  26. Next Year
  27. Fiscal Year To Date
  28. Next Fiscal Year To Date
  29. Previous Fiscal Year To Date
  30. Month To Date
  31. Period To Date
  32. Quarter To Date
  33. Year To Date
  34. Last Year Month To Date
  35. Last Year Quarter To Date
  36. Last Year To Date

 

 

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