Add or Remove period
When you're creating your financial report, you
want to make sure the periods are just right and accurate. Let's walk through
the process of adding and deleting period data to ensure your financial reports
are spot on.
Adding Period Data
Start by clicking on the "Add/Remove Parameter" icon. From the menu, select "Add/Remove Period." This will bring up the options for managing period data.
Instant Date
- To add an instant date (a specific, single date that holds significance for your financial data), check the "Add Instant" box.
- Either
you can type the instant date (MM/DD/YYYY) or choose the exact instant
date, and then click the "Add" button to add the period to the
list.
Duration Period
- If your financial data covers a period of time, making use of duration type is essential. To begin, check the "Add Duration" box.
- Next, select the appropriate "Period Type" from the dropdown menu. You can choose from options like "3ME," "6ME," "9ME," "FYE," or custom.
- Now, using the date picker, specify both the "Start Date" and "End Date" that correspond to your duration period.
- Once you've made your selections, go ahead, and click the "Add" button and it will be added successfully.
Deleting Period Data
If you would like to remove period data, kindly
follow the provided steps below:
- Click on the "Add/Remove Parameter" icon once again and choose "Add/Remove Period."
- Select "Period" option.
- From
the dropdown, pick the instant or duration period you wish to delete, and with
a simple click on the "Delete" button, the period data will be
deleted.
It's crucial to be aware that tagged periods
cannot be deleted. Therefore, before deleting a period, make sure you've
removed the tag associated with it.
By following these straightforward steps, you
can effectively manage your period data, ensuring your financial reports are
precise and relevant. Whether you're adding instant dates or duration periods
or cleaning up your document, this process empowers you to maintain accuracy
and currency in your financial documents.
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