Segmenting Alternate Period and Date Ranges

You can segment reports using an additional hierarchy level for the current date dimension. This segmentation enables you to customize, for example, the Balance Sheet and Trial Balance reports, to fulfill specific legal requirements. A Range Segment dropdown list is available on the Edit Columns page of the Financial Report Builder when you select an Alternate Date Range. When you select either Relative to report date or Relative to today’s date in the Alternate Period Range Type dropdown list, the Alternate Period Range dropdown list appears. When you choose a selector, the Range Segment dropdown list appears.

Range Segment period and date ranges.

When you preview or save the report, it's formatted based on your selections in the Alternate Period Range and Range Segment dropdown lists.

Custom Balance Sheet preview based on the Alternate Period Range and Range Segment selections.

Related Topics

General Notices