Report Date Options

Date options vary by report. The basic options are:

Report Date Option: Current

Some reports allow for a Current Date selection.

To select a Date:

  1. From the Date Selector dropdown, select Current.

  2. Select an available option.

  3. Select Done.

    • Alternatively, select Cancel to close the Date Selector without saving changes.

tabel 1. Current Date Available Options*

Setting

Description

Today

Data from the current date.

Week to Date

Data from the current week.

Month to Date

Data from the current month.

Quarter to Date

Data from the current quarter.

Year to Date

Data from the current year.

Include Today

When selected, the report includes data from the current date.



Report Date Option: Past

Some reports allow for a Past Date selection. To select a Date:

  1. From the Date Selector dropdown, select Past.

  2. Select an available option.

  3. Select Done.

    • Alternatively, select Cancel to close the Date Selector without saving changes.

tabel 2. Past Date Available Options*

Setting

Description

Yesterday

Data from the previous day.

Last Week

Data from the previous week.

Last Month

Data from the previous month.

Last Quarter

Data from the previous quarter.

Last Year

Data from the previous year.

Last n Day, Month, Year

Data from the last n day, month, or year. User selects n, representing the number of days, months, or years. User selects either day, month, or year.

Trailing n Day, Month, Year

Data from the last n day, month, or year. User selects n, representing the number of days, months, or years. User selects either day, month, or year. This selection automatically includes data from the the current date.

Include Today

When selected, the report includes data from the current date.

This option is only available when Last n Day, Month, Year is selected.



Report Date Option: Week

The Week option determines the specific 7-day calendar week. To select a specific week:

  1. From the Date Selector dropdown, select Week.

  2. Select the Month. Use the arrow located next to the Month to reveal the Month/Year options. Optionally, use the arrows on each side of the calendar to adjust the Month displayed.

  3. Select the calendar Week.

  4. Select Done.

    • Alternatively, select Cancel to close the Date Selector without saving changes.

Report Date Option: Custom

Some reports allow for a Custom date option. To select a custom date:

  1. From the Date Selector dropdown, select Custom.

  2. Select the Calendar icon.

  3. Select the Month. Use the arrow located next to the Month to reveal the Month/Year options. Optionally, use the arrows on each side of the calendar to adjust the Month displayed.

  4. Select the Day of the month.

  5. If a Date Range is required, in the end date field, repeat Stap 2 thru Stap 4.

  6. Select Done.

    • Alternatively, select Cancel to close the Date Selector without saving changes.