How Do I Save the Current Production Month?

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There are two methods to save the Current Production Month. The two methods are each useful for different purposes. One is a default month for ad hoc reports, and the other is a saved criterion for reports that are saved and used month after month.

They are both found under your Home tab.

Expand Manage Configurations, expand Appearance and Settings. Select User Defaults > Reporting Periods (near the bottom of the screen).

Default Reporting Period – Use this to save the reporting period for reports where criteria have not been saved, such as ad hoc reports.

Change this date once per month for ad hoc reports. Use the Save Preferences and Defaults button.

Changing the Reporting Period using Save Preferences and Defaults, sets your default date to the date chosen. When you select a report, it will automatically select the Default Reporting Period.

2. Defined Criteria Reporting Period – Use this when you want to run the same report or group of reports each month.

Change this date once per month for any reports where the Reporting Period has been saved as a Defined Criteria. i.e. Report Criteria has been saved including Defined Criteria for the reporting period.
These reports must be run from User’s Home; expand Report Criteria > Selected Report Criteria Name.
This is useful if you’re setting up Reporting Groups or other Defined Reporting Criteria.
Once you change the Reporting Period Defined Criteria, all reports that use that Reporting Period Criteria will automatically use the new date.
See How to Schedule a Single Report, How to Set Up a Group of Reports or How to Include Reporting Period in a Saved Report for more information about saving reports.
Use the Save Defined Criteria button and name the criteria.

Select Retrieve Defined Criteria to see your Reporting Period Criteria.

Select the Name of the Criteria to edit the Reporting Period Criteria, then Edit Defined Criteria to change the production month.

SUMMARY: At the beginning of each new production month:

Update the Default Production month (for ad hoc reports).
- User’s Home > Manage Configurations > Appearance and Settings > User Defaults > Reporting Periods > Enter Reporting Period Criteria (in drop down) > Change the month > Save Preferences and Defaults

Update the ‘Current Production Month’ Defined Criteria (for saved reports).
- User’s Home > Manage Configurations > Appearance and Settings > User Defaults > Reporting Periods > Retrieve Defined Criteria (in drop down)> click on name of criteria > Edit Defined Criteria > Change the month > Save Defined Criteria