Define a Report's "As Of" Date

The following reports use an "as of" date to select which records are included in the report:

Follow these steps to select the "as of" date:

  1. Display the list screen.

  2. Click Filter. In addition to the other report fields, you will see six date options. The date ranges correspond to the following time frames in relation to when the report was run by the batch process.

    Date range

    Example if report is run on 4/5/2005

    Date report was run (by the batch process)

    4/5/2005

    Last day of the current month

    4/30/2005

    Last day of the current quarter

    6/30/2005

    Last day of the next quarter

    9/30/2005

    Last day of the 2nd quarter from now

    12/31/2005

    December 31st of the current year

    12/31/2005

  3. Each "as of" date has Yes and No check boxes. Select Yes to include records that meet the criteria by the date; select No to include records that do not meet the criteria by the date.

  4. Click Apply.