Specifying period filters

For most periods, the Current Period Override field is enabled. Specify a period in the Current Period Override field if you need to use a period that is not the current period of the database. For example, if the period has recently rolled over but, for reporting purposes, the definition needs to be based on, or relative to, a current period of the previous month.

The remaining options of the dialog vary according to the period.

To specify a period filter:

  1. Click the lookup icon to display the Period Lookup.
  2. Select a period and select or specify the required values.
    The required fields vary according to the query.
  3. If an offset is available, optionally specify an offset.
    For example, if the current period is October 2014 then This Period with an offset of 1 is November 2014.
  4. If Current Period Override is available, optionally specify an override period.
  5. Click OK.
Parent topic: Period filters