Custom, "As of," date for Management Reporter

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Posted on by Community Member

Hi,

I run an Income Report on a weekly basis. I recently started setting it up on MR. When I run the report, the income figures need to be as of the run date, summing all income from the beginning of the Fiscal Year, to the run date. How can I do this in MR?

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26P2ER 1,775 on at

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RE: Custom, "As of," date for Management Reporter

Bill -

Here you go-

Transaction date = GL date for the transaction

Post Date = Date a transaction is posted

Document Date= The date the transaction is recorded

System date=current date of the system

Best of luck

Ven
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RE: Custom, "As of," date for Management Reporter

Just to clarify, what are the dates related to-Transaction date, Post date, Document date, System date?
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RE: Custom, "As of," date for Management Reporter

Thanks!
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26P2ER 1,775 on at

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RE: Custom, "As of," date for Management Reporter

Hello Bill,

I have handled a similar requirement by using the start date/end date filters at the column definition level.

Here is a snippet from one such column definition.

Best of luck,

Ven