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.
- 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