One of the most frequently-used report filters is the date range; whether it's used for billing dates or other types of reports. If you have some reports that are printed regularly on a monthly basis, you can set up the date range so that it automatically appears each time you select the report for printing.
Here's how you can set this up for your reports. In the example below, I am setting up date filters for a monthly slip listing. This process can also be used for other time frames such as weekly, quarterly or annually.
Select the Report you want to print from the Report Groups. Next highlight the type of date range you will be using. In this case, it is the Slip transaction date. Some examples of other date fields are "Slips billed on Invoice date"; "A/R Transaction Date", etc..
Double-click on the date field selection.
Simply select the period for the report. The selection in the "Which Month" field will allow you set a date "relative" to today's date. You can go back or forward by a number. So, for example, I always print a slip listing report for the previous month. My selection for "Which Month" would be "Back" and "1" since I need to go back one month and print the report. I want to start the report from the first day of the month, so the "Day in Period" reads "First Day". You will repeat this process for the Ending Date panel, however, the "Day in period" will change to "Last Day", since I want the report to show information through the last day of the month.
When you return to the report selection screen, your date selection will appear. In order to make this permanent, you will need to click on the Save button and make sure you are saving the Filter Criteria.
Next month, when you select this report for printing, the date range will automatically appear with the correct dates.