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As Of Date Column Filter Types

As of date filters will set the end date depending on the chosen filter.  The default Start Date is 1/1/1900 which can be changed as well.

 

To further understand how the As Of Date filters work, take these date settings and current fiscal year as examples.

 

Business date is 1/26/2010

Current Period is January 2010.

as_ofdate_filter1

 

1.AsOfDateFiscalYear – sets the end date to the last day of your current fiscal year

as_ofdate_filter2

 

2.AsOfDatePeriod – sets the end date to the last day of your current period

as_ofdate_filter3

 

3.AsOfDateThisMonth – sets the end date to the last day of month based on the business date

as_ofdate_filter4

 

4.AsOfDatePrevMonth - sets the end date to the last day of the previous month based on the business date

as_ofdate_filter5

 

5.AsOfDatePrevFiscal – sets the end date to the last day of the previous fiscal year

as_ofdate_filter6

 

 

6.AsOfDatePrevPeriod – sets the end date to the last day of the previous period.

as_ofdate_filter7

 

7.AsOfDatePrevQuarter – sets the end date to the last day of the previous quarter.

as_ofdate_filter8

 

8.AsOfDatePrevYear – sets the end date to exactly a year before the business date.

as_ofdate_filter9

 

9.AsOfDateNextMonth - sets the end date to the next month based on your business date.

as_ofdate_filter10

 

10.AsOfDateNextFiscal – sets the end date to the last day of the next fiscal year.

as_ofdate_filter11

 

11.AsOfDateNextPeriod - sets the end date to the last day of the next period.

as_ofdate_filter12

 

12.AsOfDateNextYear – sets the end date exactly a year after the business date.

as_ofdate_filter13

 

Info Note: The date picked from the report settings as of date will have an effect on the end date for these filters.

 

For example:

If business date is 1/26/2010 but the date on the report settings as of date is set to 12/26/2009

 

For instance you use the filter AsOfDateThisMonth, end date will display the last day of month based on the business which is 1/26/2010.

as_ofdate_filter14

 

But since the as of date is 12/26/2009, end date will now be adjusted to 12/31/2009. This will be reflected on the values displayed on the financial report.