Steps for Adding Alternate Date Range Columns to Reports

Use the steps in the following procedure to add alternate date range columns to a report.

To add a comparison column to a report:

  1. On the Edit Columns page of the Report Builder (or Financial Report Builder), look at the fields in the Report Preview pane and decide which one you want to add a comparison for.

  2. In the Add Fields pane, find the field corresponding to the one in the Report Preview pane, and click it. A second column of the field displays in the Report Preview pane.

  3. In the Report Preview pane, select the newly added column, and select a type from the Alternate Date Range Type or Alternate Period Range Type dropdown list.

    In most cases, you'll select Relative to report date.

  4. Select an Alternate Date Range or Alternate Period Range.

  5. Repeat steps 2-5 for each comparison column you want to add.

  6. Click Save.

Note:

You can set an absolute alternate range, such as 12/27/2009-1/27/2010 for a date range or Jan 2010 for a period range. Select the Relative to today’s date alternate range type and select Custom as the alternate range. Then, either enter dates in the From and To fields or select a period in the Periods list box.

Related Topics

General Notices