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Show Data in X for Y Time Periods
| Applies to: | ||
|---|---|---|
| ✔ Dynamic |
✔ Client Portal |
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This setting allows you to select the time period for which you want to run the Projected Income report and how many iterations of that period are displayed. These time periods begin after the From date. If you don't set a From date, Tamarac Reporting defaults to the enterprise as-of date.
For example, to run the report on the next four quarters after the start date, set the date period to Quarters and the time periods to 4.
To set the time period, choose one of the following from the time periods list and then set how many of those time periods you want to see. You can choose any number of time periods between 1 and 12.
Months. Defaults to 12 time periods.
In this example, the report is set to show 12 monthly time periods, resulting in one full year of projected income being displayed one month at a time. Note that, for readability, the image only shows part of the report.
Quarters. Defaults to 4 time periods.
In this example, the report is set to show 4 quarterly time periods, resulting in one full year of projected income being displayed one quarter at a time.
Years. Defaults to 5 time periods.
In this example, the report is set to show 5 annual time periods, resulting in five years of projected income being displayed one year at a time.
Functionality is the same in the PDF report templates as in dynamic reports.
Transaction Reports
The following setting interacts with this option: