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The quickest way to change the dates in the grid is to choose from a list of already defined periods. Defined periods contain a current period and previous period and are usually dynamic, meaning they adjust according to today's date.  


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To select a defined period 

  1. Choose the Period button. 
  2. Select a defined period from the list (in the image below, Financial Q1 is being selected). 
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Check what dates are in a period 

To check what dates a particular defined period refers to, choose a period (e.g., Period > Last month) and when the grid updates select Period > Custom. The screen that opens will show the dates for this defined period. 

The example below shows the dates for 'YTD' (i.e., January-May).