Reporting Periods

This screen allows you to define Reporting Periods that can be used with the Report and View Developer.  The objective is to provide a simplified method where dates and date ranges can be specified thus making the reporting function much easier to specify.

Using this screen you can define up to four Periods – each having their own date/period definition.  You could, therefore, define the following options

Entry and Display fields

Reporting Period:  Enter the Reporting Period definition.  Duplicate Reporting Period names are not allowed.

Description:  Enter a short description of the Reporting period record.

Period 1 - Start

Start Date Type:  You can select one of the following to define the Type from which the entries in the next three fields will determine the exact date:

None: No Type selected (not applicable to Period Definition 1

Fixed Date: This uses the date defined in field ‘Fixed Date’

BOM: This uses the first day of the current month offset by the value entered into ‘Start Offset Type’ and ‘Start Offset’ fields

BOY: This uses the first day of the current year offset by the value entered into ‘Start Offset Type’ and ‘Start Offset’ fields

EOM: This uses the last day of the current month offset by the value entered into ‘Start Offset Type’ and ‘Start Offset’ fields

EOY: This uses the last day of the current year offset by the value entered into ‘Start Offset Type’ and ‘Start Offset’ fields

Current Date: Uses the current System Date

Financial BOY: Using the Fiscal Month entered into System Settings this will determine the Beginning of the Financial Year derived from the date evaluated by the ‘Start Offset Type’ and ‘Start Offset’ fields

Financial EOY: Using the Fiscal Month entered into System Settings this will determine the End of the Financial Year derived from the date evaluated by the ‘Start Offset Type’ and ‘Start Offset’ fields.

Start Offset Type: You can specify the Offset to be in Days or Months

Start Offset: This can be the number of days or months (positive or negative) around the base date from the Start Date Type

Fixed Date: This is used specifically against the ‘Fixed Date’ Start Date Type to denote the actual Date.

The above (Period 1 Start) group of fields is repeated for Period 1 End and the equivalent fields in Periods 2, 3 and 4

Here are few examples of what can be defined:

Beginning of previous Month

Start Date Type: BOM

Start Offset Type: Month

Start Offset: -1

Fixed Date:

Beginning of Last Year’s previous Month

Start Date Type: BOM

Start Offset Type: Month

Start Offset: -13

Fixed Date:

Beginning of current Financial Year

Start Date Type: Financial BOY

Start Offset Type:

Start Offset:

Fixed Date:

31st October

Start Date Type: Fixed Date

Start Offset Type:

Start Offset:

Fixed Date: select 31st Oct from drop-down Calendar

For more information on how this is used refer the the Tutorials found under 'Help'

Data Display Options

Field Position - On this screen you can move the field position by dragging the column heading left or right to the position where you want it to appear.

Buttons

Close: This will close the Reporting Periods screen.  If you have any unsaved data then you will be asked if you wish to save it before the screen is closed.

Add: This will send the cursor to a new line for entry of a new Reporting Period record.

Save: This will save the current data without exiting the screen

Cancel: Any changes made since the line was actioned or the last time the ‘Save’ Button was pressed will be lost.

Delete: This removes the current highlighted Reporting Period record