Creating Period to Date Subperiods

  To create Period-to-Date subperiods:

1. Select Analysis, then Time, then Time Periods.

2. Under Period, select a time period.

3. Click Period-to-Date.

4. On Period-to-Date Totals, select the option that defines the total range of time to include in the period. For example to specify that you want to start and include the first week of a month up to the current month, select Month to Date and specify the present week in Level of Detail.

5. Optional: Select Active options to add more periods-to-dates to selected periods.

6. Optional: Select Display options to identify period to dates to present in reports.

7. Click OK.