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Working with date ranges in Dynamics 365 for Financials

Eva Dupont MSFT Profile Picture Eva Dupont MSFT

Did you know that you can specify date ranges when you want to print a report? Do you know how? Let's take the Customer Top 10 as an example:

CustomerTop10List.png

Here you can limit the report to a date range such as the past 2 weeks, or a total of 6 weeks, or whatever range you want. To set date ranges, you enter dates and then use either .. or | to set the range. In our example, to show the top 10 customers for the first two weeks of May, you would set the date filter to 05 01 17..05 14 17.

Here are a couple of other examples:

MeaningExample Entries included

Equal to

12 15 16

Only those posted on December 15 2016.

Interval

12 15 16..01 15 17

..12 15 16

Those posted on dates between and including December 15 2016 and January 15 2017.

Those posted on December 15 2016 or earlier.

Either/or

12 15 16|12 16 16

Those posted on either December 15 or December 16 2016. If there are entries posted on both days, they will all be displayed.

You can also combine the various format types.

Example Entries included

12 15 16|12 01 16..05 31 17

Entries posted either on December 15 2016 or on dates between and including December 01 2016 and May 31 2017.

..12 14 16|12 30 16..

Entries posted on December 14 or earlier, or entries posted on December or later - that is, all entries except those posted on dates between and including December 15 and 29.

Note that we have used the US date format MMDDYY here. As Financials becomes available in other markets, you'll be able to use the formats that you are used to.

Try out and get started with Dynamics 365 for Financials 

Sign in to Dynamics 365 for Financials again here

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