Customizing Report Date Range Filters
Each report includes a date selector in its footer, indicating the date range or accounting period range of displayed report data. You can select from this field to change the report's date range filtering, and display different data. For more information, see Choosing a Date or Period Range for a Report.
The default date range filter for a report is displayed on the Filters page of the Report Builder (or Financial Report Builder).
Changing the Default Date Range Filter
To change the default date range filter for a report, click the edit icon and complete the popup. You can click Preview to see results for the new date range, but the date range is not changed for the customized report until you save it. The default date range is never changed for the standard report; for your customized version of it.
Adding a Date Range Filter
In addition to changing an existing date range filter for a report, you also can add a date range filter, by clicking a date field in the Add Fields pane. In the popup, select filter language, such as “between” or “before”, and a date range.
For example, the following date range filter for a customized Sales by Customer Report returns current monthly sales results for long-time customers:
Updating of Custom Date Range Filters
Custom report date range filters that use the BETWEEN operator and a selected relative date are computed dynamically based on the current date when a report is run. This automatic updating overwrites the values selected when the report was originally customized. However, when the custom date range filter is displayed in the report footer and the user selects refresh, the operator is changed to CUSTOM and the dynamically computed values are overwritten by the values selected when the report was originally customized.
When you define a custom date range filter such as “this week”, report data is filtered by the explicit dates in the From and To fields. The report continues to use these dates as the filter as time passes. For example, if you set the following filter for “this week”, the report returns the current week's data until 8/2/2014. After that date, you need to update the filter to the following week's dates. Otherwise, the report continues to return data for 7/27/14-8/2/14.
When viewing a report filtered to show data for a specific date or period range, the results may differ for users located in different time zones. Reports respect time zone preferences set at Setup > Company > Preferences > General Preferences or Home > Set Preferences > General when calculating report date fields that include timestamps. Report results for these fields are based on company or user time zone, rather than system time zone.