How to Generate a Period-End Report

Ending period in report

How to get period-end data in report

Set ending period in report

Customize report with ending period

Show last period in report

How to configure ending period in reports

Using time dimension for report end period

View last period data

Filter reports by ending period

Automatically display period-end data in report

Use substitution variables for period-end report

The Time dimension allows you to customize reports to view period-end data, helping you make business decisions more efficiently. You can manually select the ending period from the Time dimension in the report or use a substitution variable to automatically display the ending period data every time the report runs.

To create a period-end report, do the following:

1. Navigate to Reports.

2. Use the left pane to navigate to the desired report.

3. Select the report where you want to view the ending period data. The report tab will appear.

4. From the Column or Row, select the Time dimension.

   • Expand the All Time dimension member, and then select the relevant month, quarter, or year that qualifies as your ending period, or

   • Expand the Variables dimension member, and then select the relevant substitution variable. To learn more about creating substitution variables, click here.

5. Click Run. The report with ending period data is displayed.

6. Click Save. The report is saved to retain changes for future reference.