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Displaying data in a column for a specific time period

For many date columns and certain columns that contain dollar amounts or hours, you can select to display only data for a specific time period.

To determine if a column accepts a date range, right-click the column and click Properties to see if the General tab contains the Date Range field.

You restrict data that appears in a column by using the Column Properties window. In that window, you can assign the column one of the following:

Cutoff date or date range
Time period based on the current date or cutoff date

Note:

When you set a time period for a column, that time period applies only to data in that column, not the entire inquiry. If no data applies to the time period you set, the inquiry displays blank rows in that column.
When you apply a date range to a column and set a condition on an inquiry, any rows that don't meet both the date range and the condition do not appear.

For example, you set a condition on the Vendor Invoice inquiry that the invoice amount must be greater than $500. You then apply a date range of Range Prompt to the Invoice Amount column. Any invoices with amounts less than $500 and not within the range prompt entered are omitted.

Assigning a cutoff date or date range

Right-click the column heading (where you want to display only information which occurs on or before a specific date or within a range of dates), and click Properties.
In the Date Range field, select either Cutoff prompt or Range prompt.

If you select

Then

Cutoff prompt

Ajera assigns the current date as the cutoff date and displays it at the top of the inquiry in blue underlined text.

To change the cutoff date, click the blue underlined text, and select a date

Range prompt

Ajera displays All Dates at the top of the inquiry in blue underlined text.

If you assigned a cutoff prompt to another column in the inquiry, the blue underlined text appears as 01/01/1900 - <current date >.

Click the All Dates text, and select the date range you want to assign to the column.

Note:

About Cutoff prompt and Range prompt text. Although the prompt text appears at the top of the report, it applies to only the columns where you assigned dates, not to every column on the report. You must assign the date to each column where you want it to apply.

If you set different cutoff or range dates for other columns, the prompt at the top applies to all columns where you assigned date conditions. If you have a mixture of cutoff and range dates, the cutoff condition uses the latest date in the date range.

Rename the column. When you apply a date condition to a column, change the title of the column to reflect it. In this way, you later know what information you are seeing in a column. For example, you may retitle a column that reflects the billed amount for the third quarter from Billed to Billed Q3. To later check the date condition you assigned to a specific column, right-click the column heading and click Properties.

Keep date restrictions simple. Unless you have a specific need and understand what you want to accomplish, do not assign different types of date restrictions to different columns.

Assigning a time period based on the current date or cutoff date

In addition to the Cutoff Prompt and Range Prompt, other options are available. These options, such as 91 to 120 days ago are helpful when you want to view aging (such as client invoice aging) or payroll information (such as QTD ).

Ajera bases the time period on the current date. However, if you already used a cutoff date for another column, then it uses the cutoff date, which appears in blue underlined text at the top of the inquiry.

Right-click the column heading you want to show and click Properties.

In the Date Range field, select the option you want.
Click OK.