Up to two different user-defined time periods can be selected for this report. The periods are referred to as Period 1 and Period 2. The periods are used to limit the report to only include clients who have billed information (based on the statement date), allocated payments (based on the payment allocation date), or write offs (based on the write off date) in the specified periods. Additionally, if unallocated payments are included on the report, the unallocated payment amounts will be selected based on the payment transaction date.

The period is used in conjunction with the columns selected on the Format tab to determine which clients are selected. Select the periods you want used for the report.

The following information can be specified for Period 1 and Period 2:

Date

This field determines the time period used for the report. Type the first letter of the time period or select it from the drop-down list. Valid time periods for this report include:

  • All
  • None (available for Period 2 only)
  • Today
  • Current Reporting Month
  • Current Calendar Month
  • Current Reporting Month Prior Year
  • Current Calendar Month Prior Year
  • Current Quarter
  • Current Reporting Year
  • Current Calendar Year
  • Prior Reporting Month
  • Prior Calendar Month
  • Prior Reporting Month Prior Year
  • Prior Calendar Month Prior Year
  • Prior Quarter
  • Prior Reporting Year
  • Prior Calendar Year
  • Custom

Note: Select None for Period 2 if you want to show only one period on the report.

From and To

After selecting the desired time period, the associated beginning and ending dates will be displayed in the From and To fields. These dates can be modified as desired. Changing the From or To date will automatically change the specified time period to "Custom".

The button can be used to open a Calendar window that allows you to select a date.

See also:   Date Field Conventions