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Report Designer

Period indicators

A period indicator is a symbol or code that tells the application the time period to pull amounts from for a specific column, row, cell, or group of cells. A period indicator can specify a single period, year-to-date, cumulative, beginning balance, or total amount for the current or preceding years.
The following is a table of some of the period indicators that are available in the
Report Designer
, then
Enter Trial Balance
 screen.
Current year
CP
Current period
CY
Current year-to-date
CZ
Current year cumulative, doesn’t include beginning balance
CB
Current year beginning balance
CT
Current year total
CP-1 up to CP-52
Current year - XX period ago (up to 52 periods ago)
C1 up to C53
Current year - period XX (up to 53 periods)
Prior years
1PP
1 prior year current period
1PY
1 prior year year-to-date
1PZ
1 prior year cumulative
1PB
1 prior year beginning balance
1PT
1 prior year total
1PP-1 up to 1PP-52
1 prior year - XX period ago (up to 52 prior periods ago)
1P1 up to 1P53
1 prior year - period XX (up to 53 periods)
2PP
2 prior years current period
2PY
2 prior years year-to-date
2PZ
2 prior years cumulative
2PB
2 prior years beginning balance
2PT
2 prior years total
2PP-1 up to 2PP-52
2 prior years - XX periods ago (up to 52 prior periods ago)
2P1 up to 2P53
2 prior years - Period XX (up to 53 periods)
3PP
3 prior years current period
3PY
3 prior years year-to-date
3PZ
3 prior years cumulative
3PB
3 prior years beginning balance
3PT
3 prior years total
3PP-1 up to 3PP-52
3 prior years - XX periods ago (up to 52 prior periods ago)
3P1 up to 3P53
3 prior years - Period XX (up to 53 periods)
note
The period and years vary based on the client's processing frequency. For example, a monthly client will have 12 periods and 11 prior periods in any year. The years available for selection depend on the number of prior years of data available for the client.
Payroll only
XTD (All prior years year-to-date)
Q1 - Q4 (Quarter <1 - 4>)
1PMTD
1 prior year month-to-date
1PQTD
1 prior year quarter-to-date
1PYTD
1 prior year year-to-date
1PJAN - 1PDEC
1 prior year
1PQ1 - 1PQ4
1 prior year quarter <1- 4>
note
The End of Month function in the
Insert
, then
Formula
 window has 1P1 through 1P12. This enables you to output data for the month-end date for any month of the prior year.

This article applies to:

  • Product: Accounting CS,Workpapers CS
  • Subject: Reports

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