Report Wizard Period Options
Period or Track Period options are available for select report types in the Report Wizard. These options allow you to select a time period from which to report data.
Note: For Work Allocation and Resource Utilization report types, timesheets for the project are ignored if the project end date is prior to the time period selected for the report.
| Period Selection | Definition |
|---|---|
| Date Range > | Click the Calendar buttons to specify a range of dates from which to report line item values from. |
| Grand Total | The project total. |
| Prior Month | The previous month. |
| Month to Date | The current month. |
| Prior Quarter | The prior quarter. For example, if the report is being run in December, with Prior Quarter selected, the report will show line item values for July, August, and September. |
| Quarter to Date | The current quarter only through the current month. For example, if the report is being run in February, with Quarter to Date selected, the report will show line item values for only January and February. |
| Remainder of Quarter | The remainder of the quarter. For example, if the report is being run in November, with Remainder of Quarter selected, the report will show line item values for November and December. |
| Prior Year | The prior year. For example, if the report is being run in December 2016, with Prior Year selected, the report will show line item values for 2015. |
| Year to Date | The start of the year through the current month. |
| Remainder of Year | The current month through the end of the year. |
| Prior 365 Days | The past 365 days. For example, if the report is being run in October 2016, with Prior 365 Days selected, the report will show line item values from October 2015 through October 2016. |
| Prior Fiscal Quarter | The prior quarter according to the fiscal year start. For example, if your Fiscal year start is May, and the report is being run in December, with Prior Fiscal Quarter selected, the report will show line item values for August, September, and October. |
| Fiscal Quarter to Date | The current quarter only through the current month according to the fiscal year start. For example, if your Fiscal year start is May, and the report is being run in December, with Fiscal Quarter to Date selected, the report will show line item values for only November and December. |
| Current Fiscal Quarter | The current quarter according to the fiscal year start. For example, if your Fiscal year start is May, and the report is being run in December, with Current Fiscal Quarter selected, the report will show line item values for November, December, and January. |
| Current Fiscal Month | The current month. |
| Next Fiscal Month | The next month. |
| Prior Fiscal Month | The previous month. |
| Prior Fiscal Year | The prior year. For example, if your Fiscal year start is May, and the report is being run in December 2016, with Prior Fiscal Year selected, the report will show line item values from May 2015 through April 2016. |
| Current and Prior Fiscal Year | The current and prior year according to the fiscal year start. For example, if your Fiscal year start is May, and the report is being run in December 2016, with Current and Prior Fiscal Year selected, the report will show line item values from May 2015 through April 2017. |
| Current and Next Fiscal Year | The current and next year according to the fiscal year start. For example, if your Fiscal year start is May, and the report is being run in December 2016, with Current and Next Fiscal Year selected, the report will show line item values from May 2016 through April 2018. |
| Fiscal Year to Date | The start of the fiscal year through the current month. |
| Current Fiscal Year | The entire fiscal year. |
| Remainder of Fiscal Year | The current month through the end of the fiscal year. |
| Rolling Period> | Select this option to specify a rolling period. You can specify the number of days, weeks, months, quarters or years prior to and after the current time to report line items values based on the selected date type (Start Date, Created Date, etc.). Please be aware that the "Previous" periods will include the entirety of the period that occurred prior to the current date and the "Next" periods will refer to both the current period and those that follow. If the period is set to "Year(s)", for instance, the number in the "Previous" field will reflect how many previous calendar years will be included by the filter. If the "Next" field contains a value of "1", the current calendar year will be included. If the "Next" field contains a value of "2", the current calendar year and the following calendar year will be included. If the "Next" field contains a value of "0", the current calendar year will not be included. Example: Imagine the current date is November 7th, 2023 and the "Period" is set to "Year(s)". If both the "Previous" and "Next" fields contain a value of "1", line items with a date that falls between January 1st, 2022 and December 31st, 2023 will be included. If the "Previous" field contains a value of "1" and the "Next" field contains a value of "0", line items with a date that falls between January 1st, 2022 and December 31st, 2022 will be included. These periods may be affected if your version of PowerSteering is using an Alternative Calendar. |