Verifying the statement time periods

Follow these instructions as part of designing a financial statement.

To ensure that the statement provides information for the time periods you want, be sure the review the Month-End Date field on the Workbook Properties and make changes as needed.

The month-end date works in conjunction with any specific date options you select in the Content List and any custom date properties you apply to the statement design.

Note: If you add this statement to a statement group, the reporting period selected for the statement group overrides the month-end date.