Selecting Dates for Reports

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Some reports prompt for one date to report "as of", or a range of dates to report on.

 

The ones prompting for one date are generally simple, and it generally defaults to the current date, or the last transaction date you entered.

 

For reports prompting for a range of dates, a window such as the following comes up:

 

ReportDatesPrompt

 

The default dates that come up are the start and end of the current fiscal year, so in the example above, the fiscal year of this organization starts on September 1st. (If your fiscal year is the calendar year, then obviously the default dates would be the start and end of the current calendar year.)

 

The only exception to this is if you are in the first month after a fiscal year end, in which case the program assumes you probably want to report on the previous fiscal year and shows those dates as the default dates instead.

 

If the program guesses the wrong year, and all you want to do is change the year, you can use the Previous Year or Next Year buttons to move both the Start and End dates back or forward by one year, respectively.

 

Of course, you can also change the dates using the popup calendar, or the special keys for changing dates.

 

Some reports use a date-selection window that also includes other controls, such as selecting one account to report on, or specifying whether split or counter accounts are shown in the report.

 

When you are satisfied with the dates and any other displayed options, click OK. To cancel the report, click Cancel.