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Account > Custom Time Ranges
(Used with reports)
Create | Modify | Delete
"Custom Time Ranges" are used in all Summary Reports, in the Advanced > Resources Reports and
the Advanced > Invoices > Income Received report. Each of these reports has a "Period" field, that
allows you to select the time intervals for each data point in the reports. The default
options for "Period" are Daily, Weekly, Bi-weekly, Semi-Monthly, Monthly, Quarterly,
and Annual. You can create your own custom time range, specifying the date intervals that
you need, and it will be added to the "Period" drop-down list for these reports.
For example, if you have a company whose 2000 fiscal year began in May rather than
January, and you wanted to run a quarterly report for that year, you could create a custom time range
named "Fiscal Year," and then create five time periods, (the last one providing
the end date for the fourth), naming the first Q100 and setting its start date to 2000-05-01,
naming the second Q200 and setting its start date to 2000-08-01, naming the third Q300 and
setting its start date to 2000-11-01, naming the fourth Q400 and setting its start date to
2001-02-01, and naming the fifth Q101 and setting its start date to 2001-05-01. Then, when
you run the report using "Fiscal Year" as the period, entering "4" for the "# of periods,"
and setting the end date of the report to "2001-04-30," the report will show the results for
Q100, Q200, Q300, and Q400, using the dates you specified.
Account > Create a new custom time range
1. Click on the Account tab.
2. Click on the "Create..." drop-down menu and select "custom time range."
3. Enter an name for the custom time range.
4. Enter the time periods for the custom time range.
- You must have at least two dates,
because the last date you enter is actually only used to calculate the end date of
the previous period. This means that for more time periods, you should probably add
one more time period date than you think you need.
- The end date of each period is set
to one day before the start date of the next period.
- You can name each time period.
If you leave the name field blank for a time period, in the reports that you run,
the name of this time period will default to the start and end dates of the period.
- If you need more rows, click on the "[Add]" drop-down list box and select the number of
rows you want to add.
5. Click on "Save."
The custom time range will be saved.
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Account > Modify an existing custom time range
1. Click on the Account tab.
2. Click on the "Custom time ranges" link.
3. Click on the name of the custom time range you want to change.
4. Make your changes to the custom time range. Change names, add/remove time periods, change
the dates of the time periods.
5. Click on the "Save" button.
Account > Delete an existing Custom time range
1. Click on the "Account" tab.
2. Click on the "Custom time ranges" link.
3. Click on the name of the custom time range you want to delete.
4. Click on the "Delete" button to permanently discard the custom time range record.
*Note: Saved reports that were using the custom time range will no longer be able to do so.
You will have to select a new "Period" for these reports before they can be run again.
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