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
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
Year to Day of Year: Comparing multiple years to the same 'day number'
- Example: used to compare 365 days of 2 different years, even though one of those was a leap year (had 366 days)
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
This Year Complete Months: Janurary 1st of this year to end of the last complete month
This Year Complete Weeks: Janurary 1st of this year to end of the last complete week
Last Year: The entire year, last year
This Year: The entire year, this year
Next Year: The entire year, next year
Today: A single day, always matching the current date
Tomorrow: A single day, always matching the current date + 1 day
Yesterday: A single day, always matching the current date - 1 day
Close Date: A single day, matching the close day selected
Last 30 Days: 30 day date range, based on close day selected - 30 days
Last 60 Days: 60 day date range, based on close day selected - 60 days
Last 90 Days: 90 day date range, based on close day selected - 90 days
This Week: Current week, based on close day selected
Week to Date: Current week up to the day of the week selected in the Close Day
Next Week: All of next week, based on close day selected
Last Week: All of last week, based on close day selected
Last 2 Weeks: Last 2 weeks, based on close day selected
Last 4 Weeks: Last 4 weeks, based on close day selected
Last 8 Weeks: Last 8 weeks, based on close day selected
Last 13 Weeks: Last 13 weeks, based on close day selected
Last 26 Weeks: Last 26 weeks, based on close day selected
Last 52 Weeks: Last 52 weeks, based on close day selected
This Month: This month, beginning to end, based on close day selected
Month to Date: This month up to the current day number, based on close day selected
Month to Selling Day: This month selling days only. Selling days might be different in previous years when comparing years
Last Month: Last month, beginning to end, based on close day selected
Next Month: Next month, beginning to end, based on close day selected
Last Complete 3 Months: Last complete 3 months, based on close day selected
Last Complete 6 Months: Last complete 6 months, based on close day selected
Last Complete 9 Months: Last complete 9 months, based on close day selected
Last Complete 12 Months: Last complete 12 months, based on close day selected
Last Complete 24 Months: Last complete 24 months, based on close day selected
Last Complete 4 Quarters: Last complete 4 quarters, based on close day selected
Rolling 12 Months: A 365 day date range, based on the close day selected and - 365 days
Rolling 7 Days: A 7 day date range, based on the close day selected and - 7 days
Rolling 14 Days: A 14 day date range, based on the close day selected and - 14 days
Last Year This Month: This month - 1 year, beginning to end, based on close day selected
Last Year Next Month: Next month - 1 year, beginning to end, based on close day selected
Last Year Last Month: Last month - 1 year, beginning to end, based on close day selected
This Quarter: This quarter, beginning to end, based on close day selected
Quarter to Date: This quarter up to the current day number, based on close day selected
Last Quarter: Last quarter, beginning to end, based on close day selected
This Trimester: This trimester, beginning to end, based on close day selected
Trimester to Date: This trimester up to the current day number, based on close day selected
Last Trimester: This trimester, beginning to end, based on close day selected