How Filter Type works

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. See How to Use As Of Date to illustrate how fiscal year setup is used when generating financial reports.

Not only that, how the fiscal year is setup plays a significant role as it will dictate how filter types work, how they can sometimes derive the same result and how they can vary. The table below will show you filter types that will result to the same result when Fiscal Year screen has setup like that of the calendar and how it varies if the setup does not start with Jan 1 and end with Dec 31.

For all the illustrations in the topics under this page, the setup we will be using is the same as that of the calendar, where it starts with Jan 1 and ends with Dec 31.

This is the first year of operation.

This is the 2nd year of operation, which is marked the current year (see the red stamp that shows Current Fiscal Year).

Since we have filter types that cover next year, we have created sample data for the next year.

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 illustrations we will present, all of the mentioned setup will be used and only the Filter Type will change.

Now that contributing  factors had been presented on how Filter Type will work, time to explain each and every Filter type and how it works plus some illustrations. See topics below.