In order to facilitate automation with Report Bundles and Workflows, all report periods in Calxa are set as relative dates to your reporting month. This article explains in detail how to configure report periods in Calxa reports.

This is the primary date selection in the Orange Ribbon, and whether you are running a bundle or an individual report, set this first. Later when you set the report criteria the dates will be relative to this Report Month selection. In most cases, this will be the last full calendar month.

Use predefined selection for the most common date ranges. Each report has one or more predefined selections that make choosing the most common date ranges as easy as selecting the required option. Choose from the predefined dropdown and the dates will be automatically set relative to the Report Month.
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If the date ranges you require are not listed in the predefined selections you may need to set a custom range. To create a custom date selection choose Custom from the predefined selections dropdown which will expand and show the custom options.

For each date in the custom criteria there are four different methods. Each one of these methods allows you to set a date that is relative to your Report Month. By setting dates relative to your Report Month you can Add reports to a Report Bundle and reuse the report each month without the need to edit the date criteria.

This option is used to set a date that moves with the Report Month. Most commonly you will use this to set a date that equals the Report Month, however you can choose a relative period plus or minus. When you change the Report Month this date will move with it but remains the same number of months from it.

When this option is selected it is denoted as Relative.

This option is used to specify a particular period in a financial year. The month will remain constant but the year will move with the Report Month. Most commonly you will use this to set reports that start at the beginning of the financial year, however you can choose a relative period plus or minus. Setting 1 equals the first period in the financial year, setting 7 equals the 7th period in the financial year, but setting minus 12 equals the beginning of the previous financial year.

When this option is selected it is denoted as FY Start.

Similarly to the FY Start, this option is used to specify a specific period in a calendar year. The month will remain constant but the year will move with the Report Month. Most commonly you will use this to set reports that start at the beginning of the calendar year, however you can choose a relative period plus or minus. Setting 1 equals January, setting 7 equals July but setting minus 12 equals January in the previous year.

When this option is selected it is denoted as Calendar Start.

As the name suggests this option sets a date that does NOT move with the Report Month. Most commonly you will use this for one off reporting that you do not intend to save as a favourite or bundle item, however there are some cases where reusable reports require dates that don't change. For example, if you're running a life of project report and this project runs more than a year then you would use this option to set the start period of the date range. A fixed date selection is a simple month and year picker.

When this option is selected it is denoted as Fixed Date.

Most reports in Calxa use a preset template where the template defines the required columns. Some reports will however have Preset templates and a Dynamic configuration where you specify the required number of columns as part of the report criteria.

Click the Periods option and choose the preferred template, please note these reports are optimised for printing, if that is required.

Dynamic period configuration lets you define a dynamic number of periods to appear in multi-period reports see the Dynamic Period Configuration article for additional information. These reports are not configured to standard page sizes for printing.