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Period Filter Definitions

Distributor reference defining each Period filter on Encompass Comparison and Fusion reports, such as Year to Date, Last 4 Weeks, Month to Selling Day, or Rolling 12 Months, based on the Close Day. Requires v22.01+.

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Written by Bailey Naas-Thornton

Minimum Version Required: 22.01

Steps

Overview:

Period filters on Comparison and Fusion reports are dynamically updating date ranges. These allow you to setup a report once, and not have to change the date range filter each day it is run.

  • For example: If the Period filter is set to 'Today', and it is run on January 1st, the report will filter to January 1st only.

  • If that same report is executed on January 2nd, it will automatically filter to data from January 2nd

Note: The period options always run in context of the Close Day selected on the report, unless explicitly stated otherwise below.

  • Year to Date: Janurary 1st of this year to the current Close Day selected
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  • Year to Day of Year: Comparing multiple years to the same 'day number'
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    - Example: used to compare 365 days of 2 different years, even though one of those was a leap year (had 366 days)
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  • Year to Selling Day: Comparing multiple years using an equal number of selling days, because both years may or may not have started on the same week day
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  • This Year Complete Months: Janurary 1st of this year to end of the last complete month
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  • This Year Complete Weeks: Janurary 1st of this year to end of the last complete week
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  • Last Year: The entire year, last year
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  • This Year: The entire year, this year
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  • Next Year: The entire year, next year
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  • Today: A single day, always matching the current date
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  • Tomorrow: A single day, always matching the current date + 1 day
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  • Yesterday: A single day, always matching the current date - 1 day
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  • Close Date: A single day, matching the close day selected
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  • Last 30 Days: 30 day date range, based on close day selected - 30 days
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  • Last 60 Days: 60 day date range, based on close day selected - 60 days
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  • Last 90 Days: 90 day date range, based on close day selected - 90 days
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  • This Week: Current week, based on close day selected
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  • Week to Date: Current week up to the day of the week selected in the Close Day
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  • Next Week: All of next week, based on close day selected
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  • Last Week: All of last week, based on close day selected
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  • Last 2 Weeks: Last 2 weeks, based on close day selected
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  • Last 4 Weeks: Last 4 weeks, based on close day selected
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  • Last 8 Weeks: Last 8 weeks, based on close day selected
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  • Last 13 Weeks: Last 13 weeks, based on close day selected
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  • Last 26 Weeks: Last 26 weeks, based on close day selected
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  • Last 52 Weeks: Last 52 weeks, based on close day selected
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  • This Month: This month, beginning to end, based on close day selected
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  • Month to Date: This month up to the current day number, based on close day selected
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  • Month to Selling Day: This month selling days only. Selling days might be different in previous years when comparing years
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  • Last Month: Last month, beginning to end, based on close day selected
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  • Next Month: Next month, beginning to end, based on close day selected
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  • Last Complete 3 Months: Last complete 3 months, based on close day selected
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  • Last Complete 6 Months: Last complete 6 months, based on close day selected
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  • Last Complete 9 Months: Last complete 9 months, based on close day selected
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  • Last Complete 12 Months: Last complete 12 months, based on close day selected
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  • Last Complete 24 Months: Last complete 24 months, based on close day selected
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  • Last Complete 4 Quarters: Last complete 4 quarters, based on close day selected
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  • Rolling 12 Months: A 365 day date range, based on the close day selected and - 365 days
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  • Rolling 7 Days: A 7 day date range, based on the close day selected and - 7 days
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  • Rolling 14 Days: A 14 day date range, based on the close day selected and - 14 days
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  • Last Year This Month: This month - 1 year, beginning to end, based on close day selected
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  • Last Year Next Month: Next month - 1 year, beginning to end, based on close day selected
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  • Last Year Last Month: Last month - 1 year, beginning to end, based on close day selected
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  • This Quarter: This quarter, beginning to end, based on close day selected
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  • Quarter to Date: This quarter up to the current day number, based on close day selected
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  • Last Quarter: Last quarter, beginning to end, based on close day selected
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  • This Trimester: This trimester, beginning to end, based on close day selected
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  • Trimester to Date: This trimester up to the current day number, based on close day selected
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  • Last Trimester: This trimester, beginning to end, based on close day selected
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  • Last 12 Hours: A 12-hour range, based on the time of execution and going back 12 hours
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  • Last 24 Hours: A 24-hour range, based on the time of execution and going back 24 hours
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  • Last 48 Hours: A 48-hour range, based on the time of execution and going back 48 hours
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  • Last 72 Hours: A 72-hour range, based on the time of execution and going back 72 hours

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