Creating custom date properties

If the standard Activity, Balance, or Cash Flow properties in the Financial Statement Designer do not provide the time period you want, you can create a custom date property. Example

The Activity property in the properties area provides information by month, quarter, or year to date, but you want information by week.

A custom date property consists of a description, beginning date, ending date, and any cash-flow options that may apply. Ajera saves the property to its database, making it available in all your Financial Statement Designer designs.

1. Click an Amounts or Column Setup cell in the worksheet. The Content List buttons, options, and fields appear.
2. Click the Custom button. All available custom date properties appear.
3. Click (Plus).
4. In the Custom Date Properties window, type the name of the custom date property in the Description field. The maximum length is 78 characters.

As you type, the Property field displays how the description will appear in the Ajera database. Ajera removes any spaces or special characters such as \ / : * ? " < > | , -.

5. Define the property:

The beginning and ending dates work in conjunction with the month-end date on the Workbook Properties sheet and the reporting period for a statement group.

6. Click Save.
7. Repeat these instructions for each custom date property you want to create.

See also

Changing a custom date property

Deleting a custom date property

Setting up columns

Setting up Amounts rows

Setting up a cell

Setting up workbook properties