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(Created page with " Changing Dates Can you adjust the dates from within the customer history report? The Date Range Selector enables the user to select through the drop-down menu, accessible at t...")
 
 
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Changing Dates
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'''Changing Dates'''
  
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Can you adjust the dates from within the customer history report?
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Can you adjust the dates from within the customer history report?  
  
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The Date Range Selector enables the user to select through the drop-down menu, accessible at the top right of  
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The '''Date Range Selector''' enables the user to select '''Specific Dates''' from the drop-down menu, accessible at the top right of the screen.'''Eg.''' Open up the '''Invoice List''' and the custom date range will show, then click on the drop down menu to choose a '''Specific Date Range''':  
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the screen, to view specific dates: eg. open up invoice list and the custom date range will show (this is determined
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in employee preferences) then you can click on the drop down menu to choose a specific date range:
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Today,
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Today, Yesterday, Last Week,Month or Quarter, Previous Week, Month, Quarter, This Financial Year etc.  
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Yesterday,
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Last week,Month or Quarter,
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Previous Week, Month, Quarter,
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This Financial Year etc.
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The user can also select the date range by selecting "From" and "To", just click on the drop down menu and
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The user can also select the date range by selecting '''"From"''' and '''"To"''' just click on the drop down menu and use the arrows to select months then click on the specific date in the calender. <br>
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use the arrows to select months then click on the specific date in the calender. Once selected the dates
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automatically update with the rrequired information.
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From - refers to the oldest starting date of the information you wish to view and includes the date selected.
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'''From''' - refers to the oldest starting date of the information you wish to view and includes the date selected.  
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To - refers to the most recent date of the information you wish to view and includes the date selected.
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The Date Range Selector is a valuable tool available in almost every report and List within ERP. You can search
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'''To''' - refers to the most recent date of the information you wish to view and includes the date selected.  
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over any date range going backwards and forwards for days, weeks, months and years. ERP has no restriction on
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how large the date range is, but keep in mind that the greater the range, the greater the amount of data selected, the  
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slower the report or list is to generate. The smaller the range , the smaller the amount of data, the faster the report
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or list will be.
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The Date Range function enables the user to search for information (data/transactions) within a specific
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The '''Date Range Selector''' is a valuable tool available in almost every report and List within ERP. You can search over any date range going backwards and forwards for days, weeks, months and years.  
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date range, eg. the current financial year, it makes it easier to find and view the data you are
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looking for.
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In the report selector, accessed by selecting the reports tab in the top menu bar, the date ranges are choosen
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ERP has no restriction on how large the '''Date Range''' is, but keep in mind that the '''Greater The Range''', the greater the amount of data selected, the '''Slower''' the report or list is to generate. The '''Smaller The Range''' , the smaller the amount of data, the '''Faster''' the report or list will be.<br>
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then you must either double click the required report or click the OK button on the report selector.
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Note: If using batch transactions for reports, the reports are accurate up to the date and time as displayed in the very top
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windows bar. (The windows bar is normally blue and has the minimise, restore and exit buttons on it).
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'''NB'''. If using '''Batch''' transactions for reports, the reports are accurate up to the date and time as displayed in the very top windows bar. <br>

Latest revision as of 17:17, 31 October 2011

Changing Dates

Can you adjust the dates from within the customer history report?

The Date Range Selector enables the user to select Specific Dates from the drop-down menu, accessible at the top right of the screen.Eg. Open up the Invoice List and the custom date range will show, then click on the drop down menu to choose a Specific Date Range:

Today, Yesterday, Last Week,Month or Quarter, Previous Week, Month, Quarter, This Financial Year etc.

The user can also select the date range by selecting "From" and "To" just click on the drop down menu and use the arrows to select months then click on the specific date in the calender.

From - refers to the oldest starting date of the information you wish to view and includes the date selected.

To - refers to the most recent date of the information you wish to view and includes the date selected.

The Date Range Selector is a valuable tool available in almost every report and List within ERP. You can search over any date range going backwards and forwards for days, weeks, months and years.

ERP has no restriction on how large the Date Range is, but keep in mind that the Greater The Range, the greater the amount of data selected, the Slower the report or list is to generate. The Smaller The Range , the smaller the amount of data, the Faster the report or list will be.


NB. If using Batch transactions for reports, the reports are accurate up to the date and time as displayed in the very top windows bar.

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