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How Start and End Offset works

How Start and End Offset works

Jun 21, 2019

There are columns that require date filter and this page will help you understand how date filter works and how you should use it. 

  1. First is, set the Run Date. By default, this field will show today's date. Change this field as you feel necessary.

  2. The following column types will allow you to define date filter.

    1. Beginning Balance

    2. Budget

    3. Credit

    4. Credit Units

    5. Debit

    6. Debit Units

    7. Ending Balance

    8. GL Amounts

    9. GL Trend

    10. Units

  3. Add any of the columns mentioned on #2.  

  4. The Start and End Offset fields will be available. In these fields, define your date filter. 

    1. Start offset date will define the Start Date field. This is always the first day of the month depending on what is selected in the Start Offset date field. This date is computed based on the Run Date set if you are working on Column Designer screen and the As Of Date entered in the Report Settings screen if you are printing/previewing a report. 

    2. End offset date will define the End Date field. This is always the last day of the month depending on what is selected in the End Offset date field. This date is computed based on the Run Date set if you are working on Column Designer screen and the As Of Date entered in the Report Settings screen if you are printing/previewing a report. 

The following will help you understand how each will compute the date. 

Run Date selected is 1/26/2016
As Of Date selected from Report Settings screen is 12/31/2015





Based on Run Date (Column designer screen)

Based on As Of Date (Report Settings screen)





Based on Run Date (Column designer screen)

Based on As Of Date (Report Settings screen)

Start/End Offset

Description

Start Date

End Date

Start Date

End Date

BOT

Beginning of Time

1/1/1900

-

1/1/1900

-

BOY

Beginning of Year

1/1/2016

-

1/1/2015

-

BOY-1yr

Beginning of Year minus 1 yr

1/1/2015

-

1/1/2014

-

BOY-2yr

Beginning of Year minus 2 yrs

1/1/2014

-

1/1/2013

-

BOY-3yr

Beginning of Year minus 3 yrs

1/1/2013

-

1/1/2012

-

BOY-4yr

Beginning of Year minus 4 yrs

1/1/2012

-

1/1/2011

-

BOY-5yr

Beginning of Year minus 5 yrs

1/1/2011

-

1/1/2010

-

EOY

End of Year

-

12/31/2016

-

12/31/2015

EOY-1yr

End of Year minus 1 yr

-

12/31/2015

-

12/31/2014

EOY-2yr

End of Year minus 2 yrs

-

12/31/2014

-

12/31/2013

EOY-3yr

End of Year minus 3 yrs

-

12/31/2013

-

12/31/2012

EOY-4yr

End of Year minus 4 yrs

-

12/31/2012

-

12/31/2011

EOY-5yr

End of Year minus 5 yrs

-

12/31/2011

-

12/31/2010

Custom

Defaulted to Today's date. You can define specific date here.

1/26/2016

1/26/2016

12/31/2015

12/31/2015

0

Current Month

1/1/2016

1/31/2016

12/1/2015

12/31/2015

1

Current Month plus 1 month

2/1/2016

2/29/2016

1/1/2016

1/31/2016

2

Current Month plus 2 months

3/1/2016

3/31/2016

2/1/2016

2/29/2016

3

Current Month plus 3 months

4/1/2016

4/30/2016

3/1/2016

3/31/2016

4

Current Month plus 4 months

5/1/2016

5/31/2016

4/1/2016

4/30/2016

5

Current Month plus 5 months

6/1/2016

6/30/2016

5/1/2016

5/31/2016

6

Current Month plus 6 months

7/1/2016

7/31/2016

6/1/2016

6/30/2016

7

Current Month plus 7 months

8/1/2016

8/31/2016

7/1/2016

7/31/2016

8

Current Month plus 8 months

9/1/2016

9/30/2016

8/1/2016

8/31/2016

9

Current Month plus 9 months

10/1/2016

10/31/2016

9/1/2016

9/30/2016

10

Current Month plus 10 months

11/1/2016

11/30/2016

10/1/2016

10/31/2016

11

Current Month plus 11 months

12/1/2016

12/31/2016

11/1/2016

11/30/2016

12

Current Month plus 12 months

1/1/2017

1/31/2017

12/1/2016

12/31/2016

24

Current Month plus 24 months

1/1/2018

1/31/2018

12/1/2017

12/31/2017

-1

Current Month minus 1 month

12/1/2015

12/31/2015

11/1/2015

11/30/2015

-2

Current Month minus 2 months

11/1/2015

11/30/2015

10/1/2015

10/31/2015

-3

Current Month minus 3 months

10/1/2015

10/31/2015

9/1/2015

9/30/2015

-4

Current Month minus 4 months

9/1/2015

9/30/2015

8/1/2015

8/31/2015

-5

Current Month minus 5 months

8/1/2015

8/31/2015

7/1/2015

7/31/2015

-6

Current Month minus 6 months

7/1/2015

7/31/2015

6/1/2015

6/30/2015

-7

Current Month minus 7 months

6/1/2015

6/30/2015

5/1/2015

5/31/2015

-8

Current Month minus 8 months

5/1/2015

5/31/2015

4/1/2015

4/30/2015

-9

Current Month minus 9 months

4/1/2015

4/30/2015

3/1/2015

3/31/2015

-10

Current Month minus 10 months

3/1/2015

3/31/2015

2/1/2015

2/28/2015

-11

Current Month minus 11 months

2/1/2015

2/28/2015

1/1/2015

1/31/2015

-12

Current Month minus 12 months

1/1/2015

1/31/2015

12/1/2014

12/31/2014

-24

Current Month minus 24 months

1/1/2014

1/31/2014

12/1/2013

12/31/2014

There are columns that require date filter and this page will help you understand how date filter works and how you should use it. 

  1. First is, set the Run Date. By default, this field will show today's date. Change this field as you feel necessary.

  2. The following column types will allow you to define date filter.

    1. Beginning Balance

    2. Budget

    3. Credit

    4. Credit Units

    5. Debit

    6. Debit Units

    7. Ending Balance

    8. GL Amounts

    9. GL Trend

    10. Units

  3. Add any of the columns mentioned on #2.  

  4. The Start and End Offset fields will be available. In these fields, define your date filter. 

    1. Start offset date will define the Start Date field. This is always the first day of the month depending on what is selected in the Start Offset date field. This date is computed based on the Run Date set if you are working on Column Designer screen and the As Of Date entered in the Report Settings screen if you are printing/previewing a report. 

    2. End offset date will define the End Date field. This is always the last day of the month depending on what is selected in the End Offset date field. This date is computed based on the Run Date set if you are working on Column Designer screen and the As Of Date entered in the Report Settings screen if you are printing/previewing a report. 

The following will help you understand how each will compute the date. 

Run Date selected is 1/26/2016
As Of Date selected from Report Settings screen is 12/31/2015





Based on Run Date (Column designer screen)

Based on As Of Date (Report Settings screen)





Based on Run Date (Column designer screen)

Based on As Of Date (Report Settings screen)

Start/End Offset

Description

Start Date

End Date

Start Date

End Date

BOT

Beginning of Time

1/1/1900

-

1/1/1900

-

BOY

Beginning of Year

1/1/2016

-

1/1/2015

-

BOY-1yr

Beginning of Year minus 1 yr

1/1/2015

-

1/1/2014

-

BOY-2yr

Beginning of Year minus 2 yrs

1/1/2014

-

1/1/2013

-

BOY-3yr

Beginning of Year minus 3 yrs

1/1/2013

-

1/1/2012

-

BOY-4yr

Beginning of Year minus 4 yrs

1/1/2012

-

1/1/2011

-

BOY-5yr

Beginning of Year minus 5 yrs

1/1/2011

-

1/1/2010

-

EOY

End of Year

-

12/31/2016

-

12/31/2015

EOY-1yr

End of Year minus 1 yr

-

12/31/2015

-

12/31/2014

EOY-2yr

End of Year minus 2 yrs

-

12/31/2014

-

12/31/2013

EOY-3yr

End of Year minus 3 yrs

-

12/31/2013

-

12/31/2012

EOY-4yr

End of Year minus 4 yrs

-

12/31/2012

-

12/31/2011

EOY-5yr

End of Year minus 5 yrs

-

12/31/2011

-

12/31/2010

Custom

Defaulted to Today's date. You can define specific date here.

1/26/2016

1/26/2016

12/31/2015

12/31/2015

0

Current Month

1/1/2016

1/31/2016

12/1/2015

12/31/2015

1

Current Month plus 1 month

2/1/2016

2/29/2016

1/1/2016

1/31/2016

2

Current Month plus 2 months

3/1/2016

3/31/2016

2/1/2016

2/29/2016

3

Current Month plus 3 months

4/1/2016

4/30/2016

3/1/2016

3/31/2016

4

Current Month plus 4 months

5/1/2016

5/31/2016

4/1/2016

4/30/2016

5

Current Month plus 5 months

6/1/2016

6/30/2016

5/1/2016

5/31/2016

6

Current Month plus 6 months

7/1/2016

7/31/2016

6/1/2016

6/30/2016

7

Current Month plus 7 months

8/1/2016

8/31/2016

7/1/2016

7/31/2016

8

Current Month plus 8 months

9/1/2016

9/30/2016

8/1/2016

8/31/2016

9

Current Month plus 9 months

10/1/2016

10/31/2016

9/1/2016

9/30/2016

10

Current Month plus 10 months

11/1/2016

11/30/2016

10/1/2016

10/31/2016

11

Current Month plus 11 months

12/1/2016