Specifying report periods and dates in Management Reporter

The periods and dates in the report definition indicate the base period, base year, and date for a report.

Period and date options

The following table describes the period and date options.

Option

Description

Base period

Determines the initial setting in the Base Period box.

Changes to the base period are not saved with the report definition. To save the base period, assign a default base period in the Default Base Period box.

Although you can type period numbers in the column definition, a column definition typically refers to the base period that you specify in the report definition. In the column definition, you typically set the period relative to the base period and then define the specific period in the report definition. If you choose to enter a specific period number in the column definition, that number overrides the base period setting.

Base year

Specifies the fiscal year that you want the report to use. You can save a base period and year in the report definition. For more information, see the base period options table below.

Period covered

Combines the base period with the Period Description or Plural Description (used for multiple periods) that is specified in the Entity Information dialog box. For information about the Entity Information settings, see About entity information.

You can manually edit this text if necessary, but your changes are not saved with the report definition.

By default, the description in the Period covered box appears in the report headers. Use the @PeriodCoverage and @Period Coverage @DateLong codes in the Headers and Footers tab to include the Period Covered description in your report.

Report date

Combines the Base period and Base year boxes. By default, the report date appears in the report headers.

Default base period

Determines the initial settings for the Base Year and Base Period. This is the only setting that is saved with the report definition. For details about the Default Base Periods, see the following section, "Default Base Period Options".

Default Base Period options

The Default Base Period setting determines the initial settings for the Base Year and Base Period. This is the only setting that is saved with the report definition.

The following table describes the default base periods.

Default Period

Description

Sys

Defines the base period as the current system period.

S-1

Defines the base period as one period before the current system period.

S-2

Defines the base period as two periods before the current system period.

S+1

Defines the base period as one period after the current system period.

CUR

Defines the base period as the current processing period specified in the financial data.

C-1

Defines the base period as one period prior to the current financial data period.

C-2

Defines the base period as two periods prior to the current financial data period.

C+1

Defines the base period as one period after the current financial data period.

01

Defines the default base period as the one you type in the Default base period box. The acceptable values are 01 through 12; for example, for January, type 01.

Specify report periods and dates

  1. In an open report definition, click the Report tab.

  2. In the Base period list, click the base that period you want to use for the report.

    To save a base period and year with the report, see Specifying report periods and dates.

  3. In the Period covered box, edit the text as necessary.

  4. If you want to change the default base period, in the Default base period box, select a default base period or type a default base period.

    Note: You can edit any of the default base periods. For example, to specify the base period as five periods prior to the current financial data period, in the Default base period list, select C-1, and then type C-5.

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