Specify Financial Periods
You can show amounts by period, quarter, year, or Year-To-Date period. You can also compare period amounts to amounts in previous periods or years.
| To | Do this |
|---|---|
| Select how to organize the periods in your report | Pick from any of the checkboxes: Fiscal period, YTD, Fiscal quarter, Fiscal QTD, and/or Fiscal year. |
| Compare a period to previous periods | Change the Compare to previous number to the number of periods you want to compare against. Set the option box next to the number to Fiscal period. |
| Compare a period to the same period in previous years | Change the Compare to previous number to the number of years you want to compare against. Set the option box next to the number to Fiscal year. |
| Compare a quarter to previous quarters | Click the Organize by option box. Select Fiscal quarter. Change the Compare to previous number to the number of quarters you want to compare against. Set the option box next to the number to Fiscal Quarter. |
| Compare a quarter to the same quarter in previous years | Click the Organize by option box. Select Fiscal Quarter. Change the Compare to previous number to the number of years you want to compare against. Set the option box next to the number to Fiscal year. |
| Compare a year to previous years | Click the Organize by option box. Select Fiscal year. Change the Compare to previous number to the number of years you want to compare against. Set the option box next to the number to Fiscal year. |
| Compare a Year-To-Date amount to previous Year-To-Date amounts | Click the Organize by option box. Select YTD. Change the Compare to previous number to the number of years you want to compare against. Set the option box next to the number to Fiscal year. |
| Split period values (such as Budget vs. Actuals) | Check the Split column values by criteria. Once checked, see Financial Column Rollup to specify how to split the period values. |
| Change the Caption for the period columns | Select the desired caption setting from the Caption drop down. |
Caption Options
The table below provides the caption types available when creating a Quick Report and examples of how they will be generated.
| Caption Type | Organize by: Period Period: 8 Fiscal Year Start: 1/1/2024 |
Organize by: Quarter Period: 8 Fiscal Year Start: 1/1/2024 |
Organize by: QTD Period: 8 Fiscal Year Start: 1/1/2024 |
Organize by: Year Period: 8 Fiscal Year Start: 1/1/2024 |
Organize by: YTD Fiscal Period Period: 8 Fiscal Year Start: 4/1/2024 |
|---|---|---|---|---|---|
| Description and Year | <Description> <Year> August 2024 |
<Description> <Year> Quarter 3 2024 |
<Description> <Year> QTD 3 2024 |
<Year> 2024 |
<Description> <Year> YTD November 2024 |
| Description and Fiscal Year | <Description> <FiscalYear> August 2024 |
<Description> <FiscalYear> Quarter 3 2024 |
<Description> <FiscalYear> QTD 3 2024 |
<FiscalYear> 2024 |
<Description> <FiscalYear> YTD November 2024 |
| Period Number and Fiscal Year | <Period> <FiscalYear> 8 2024 |
<Description> <FiscalYear> Quarter 3 2024 |
<Description> <FiscalYear> QTD 3 2024 |
<FiscalYear> 2024 |
<Period> <FiscalYear> 8 2024 |
| Period Month Description and Year | <PeriodMonth> <Year> August 2024 |
<Description> <Year> Quarter 3 2024 |
<Description> <Year> QTD 3 2024 |
<Year> 2024 |
<PeriodMonth> <Year> YTD August 2024 |
| Date Range | <StartDate> - <EndDate> 8/1/2024 - 8/31/2024 |
<StartDate> - <EndDate> 7/1/2024 - 9/30/2024 |
<StartDate> - <EndDate> 7/1/2024 - 8/31/2024 |
<StartDate> - <EndDate> 1/1/2024 - 12/31/2024 |
<StartDate> - <EndDate> 4/1/2024 - 11/30/2024 |
| Start Date | <StartDate> 8/1/2024 |
<StartDate> 7/1/2024 |
<StartDate> 7/1/2024 |
<StartDate> 1/1/2024 |
<StartDate> 4/1/2024 |
| End Date | <EndDate> 8/31/2024 |
<EndDate> 9/30/2024 |
<EndDate> 8/31/2024 |
<EndDate> 12/31/2024 |
<EndDate> 11/30/2024 |
| Description, Year, Days in Period | <Description> <Year> <DaysInRange> August 2024 31 |
<Description> <Year> <DaysInRange> Quarter 3 2024 92 |
<Description> <Year> <DaysInRange> QTD 3 2024 62 |
<Year> <DaysInRange> 2024 365 |
<Description> <Year> <DaysInRange> YTD November 2024 244 |
Note
The <Description>, <Period>, and <PeriodMonth> variables will be omitted from the column caption when organizing by Year.
The <Description> variable will be used instead of <Period> and <PeriodMonth> in the column caption when organizing by Quarter or Quarter-To-Date.
Variable Definitions for Quick Reports
| Variable Name | Definition |
|---|---|
| Description | Returns either the month (ex: Period 2 = September if fiscal year starts in August), period to date selection with the month (ex: YTD September), quarter number or blank for year columns. |
| Period | Returns the period number. If organizing by Quarter or QTD this returns the first period in the quarter (ex. Quarter 2 = 4). |
| PeriodMonth | Returns the calendar month linked to that period number (ex: Period 4 = April even when fiscal year starts on months other than January) and includes any prefix the same way the Description variable does. |
| PeriodMonthShort | Returns the same as PeriodMonth except that months are shortened to 3 characters. |
| FiscalYear | Returns the fiscal year. |
| Year | Returns the calendar year. |
| StartDate | Returns the start date of the selected range. |
| EndDate | Returns the end date of the selected range. |
| DaysInRange | Returns the difference in days between the start date and end date for the selected range. |
Note
The <Description> and <PeriodMonth> variables will return blank when organizing by Year or Year + Adjustment Periods (available only from the Relative Period calculation).
The <PeriodMonth> and <PeriodMonthShort> variables will return the same value as <Description> when organizing by Quarter or Quarter-To-Date.