Setting a Standard Date Range

To filter report results, you can set a date range for the report.

For some reports, you can also set a custom date range

To set a standard date range, do the following:

Open the report for which you want to set a date range.
Click the date range tab
A calendar window opens.
.For more information on date ranges shown below, see About_Date_Range_Types.
From the Type column, select a date range type, for example, select QTD.
From the calendar, do one of the following:
- Select the ending month for the date range. For example, the current date is September 22, and you selected QTD. Then, in the calendar, select September.
- To select a year different from the current year, click the year shown at the top or use the left and right arrows.
To save your selections, click .
The system returns report results for the date range you selected.

About Date Range Types

The following table describes the date range types shown in Step 2 in the previous procedure, and is based on selecting the ending month for the date range selected.

This date range	Means this
MTD	Month-to-date. The range includes the start of the selected month to the end of the selected month. Example: If the current date is September 20, and you select September as the end date, the report begins September 1 and ends on the current date, September 20.
QTD	Quarter-to-date. The range includes the start of the quarter that includes the selected month and ends in the selected month. Example: If the current date is September 20, and you select September as the end month, the report begins with July 1, and ends with September 20.
YTD	Year-to-date. The range includes the start of the year that includes the selected month and ends in the selected month. Example: If the current date is September 20, 2014, and you select September 2014 as the end date, the report begins January 1, 2014 and ends September 20, 2014.
R3M	Rolling-3 months. The range includes the selected end month, and the two previous months. Example: If you select September as the end date, the report begins July 1 and ends September 30.
R12M	Rolling-12-months. The range includes the selected end month and the previous 11 months. Example: If you select September 2014 for the end month and year, the report begins October 1, 2013 and ends September 30, 2014.
KTD	Fiscal-year-to-date. The fiscal year begins April 1 and ends March 31, the following year. The KTD range begins April 1 and ends with the selected month. Example: If the current date is September 20, and you select September as the end month, the report begins in April 1 and ends September 20.