Defining Advanced Options The Advanced Options tab enables you to define line items to print for a selected range of dates, return specific aggregate data, or select a display format. For example, there are several line items on a report and you want one of the line items to report data for a specific range of dates but you want the other line items to return data for a broader range of dates. You must have security rights to view the Advanced Options tab. For more information on security rights, refer to Security Class Setup. Line items assigned a date range override the date range settings defined in report settings. Report settings enable you to define date ranges and report options. Refer to the View Reports wizard for more information on report settings. The date range does not work on comparative reports. Comparative reports already use a specific date range. Select a Date Range Line items can report on specific dates or time periods. This is useful if the line item is static or not changing. Use Date Range Specified in Report Settings — Specifies the line item uses the settings selected for the report as defined in Report Settings. This is the default setting. Use Selected Date Range — Specifies the line item uses a selected date range. The ‘Use Selected Date Range’ has the following options: Click to see a list of date ranges. Calendar Month to Date — Returns data for the first day of the month through the previous date of business. For example, if you run the report on 06/21/2009, the report returns data for 6/01/2009 through 6/20/2009. If the current date is the first day of the calendar month, the report returns data for all days of the previous calendar month. Calendar Month to Date Last Year — Returns data from the previous calendar year, for the first day of the calendar month through the corresponding previous date of business. For example, if you run the report on 06/21/2009, the report returns data for 06/01/2008 through 06/20/2008. Calendar Year to Date — Returns data for the first day of the current calendar year through the previous date of business. For example, if you run the report on 07/01/2009, the report returns data for 01/01/2009 through 6/30/2009. If the current date is the first day of the calendar year, the report returns data for all days of the previous calendar year. Calendar Year to Date Last Year — Returns data from the previous calendar year, for the first day of the calendar year through the corresponding previous date of business. For example, if you run the report on 07/01/2009, the report returns data for 01/01/2008 through 06/30/2008. Company Week to Date — Returns data for the first day of the company week through the previous date of business. If your company weeks runs Monday through Sunday and you run the report on Friday, the report returns data for Monday through Thursday. If you run the report on Monday, the report returns data for the previous week. You define the company week start day on the Company Calendar tab in Company Setup. Current Calendar Month — Returns data for the first through the last day of the current month. If you run the report on 06/20/2009, the report returns data for 6/01/2009 through 6/30/2009. The report does not return data if you run it on the first day of the calendar month before polling your data. You must select ‘Last Calendar Month’ to report on the previous month. Current Calendar Week — Returns data for Sunday through Saturday for the current calendar week. For example, if you run the report on Saturday, 10/17/2009, the report returns data for the week beginning Sunday, 10/11/2009 through 10/17/2009. If you run the report on the first day of the week (Sunday) and data has not been polled, the report will be blank. Current Calendar Year — Returns data for the first through last day of the current calendar year. For example, if you run the report on 07/01/2009, the report returns data for 01/01/2009 through 12/31/2009. The report does not return data if you run it on the first day of the calendar year before polling your data. You must select ‘Last Calendar Year’ to report on the previous year. Current Company Week — Returns data for the first through last day of the current company week. For example, if your company week runs Monday through Sunday and you run the report on Friday, 10/30/2009, the report returns data for 10/26/2009 through 11/01/2009; however, the days for which data has not been polled will be blank. The report does not return data if you run it on the first day of the company week before polling your data. You must select ‘Last Company Week’ to report on the previous week. You define the company week start day on the Company Calendar tab in Company Setup. Current Day — Returns data for the current date of business. The report does not return data if data for the current date of business has not been polled. Current Fiscal Period — Returns data for the first through last day of the current fiscal period. The report does not return data if you run it on the first day of the fiscal period before polling your data. You must select ‘Last Fiscal Period’ to report on the previous period. You define fiscal periods on the Company Calendar tab in Company Setup. Current Fiscal Quarter — Returns data for the first through last day of the current fiscal quarter. You define fiscal quarters on the Company Calendar tab in Company Setup. Current Fiscal Week — Returns data for the first through last day of the current fiscal week. The report does not return data if you run it on the first day of the fiscal week before polling your data. You define fiscal weeks on the Company Calendar tab in Company Setup. Current Fiscal Year — Returns data for the first through last day of the current fiscal year. The report does not return data if you run it on the first day of the fiscal year before polling your data. You must select ‘Last Fiscal Year’ to report on the previous year. You define the fiscal year on the Company Calendar tab in Company Setup. Current Pay Period — Returns data for the first through last day of the current pay period. For example, if the pay period runs from 10/26/2009 through 11/08/2009, and you run the report on Friday, 11/06/2009, the report returns data for 10/26/2009 through 11/08/2009; however, the days for which data has not been polled will be blank. The report does not return data if you run it on the first day of the pay period before polling your data. You must select ‘Last Pay Period’ to report on the previous pay period. You define company pay periods on the Company Calendar tab in Company Setup. Fiscal Period to Date — Returns data for the first day of the current fiscal period through the previous date of business. If you run the report on the first day of the fiscal period, the report returns data for the entire previous fiscal period. You define fiscal periods on the Company Calendar tab in Company Setup. Fiscal Quarter to Date — Returns data for the first day of the current fiscal quarter through the previous date of business. For example, if the fiscal quarter starts on 10/03/2009 and you run the report on 11/06/2009, the report returns data for 10/03/2009 to 11/05/2009. If you run the report on the first day of the fiscal quarter, the report returns data for the entire previous fiscal quarter. You define fiscal quarters on the Company Calendar tab in Company Setup. Fiscal Year to Date — Returns data for the first day of the current fiscal year through the previous date of business. If the current date is the first day of the fiscal year, the report returns data for the entire previous fiscal year. Selecting ‘Last Fiscal Year’ achieves the same results. You define the fiscal year on the Company Calendar tab in Company Setup. Last (X) Days — Returns data for the number of previous days specified in the ‘Last’ text box, based on the date you are generating the report. For example, if you run the report on 10/17/2009 and you type ‘7’ in ‘Last,’ the report returns data from 10/10/2009 through 10/16/2009. Last — Specifies the number of previous days to use when determining the data to include in the report. ‘Last’ only appears when you select ‘Last (X) Days’ as a date range. Last Calendar Month — Returns data for the first through last day of the previous calendar month. For example, if you run the report on 07/10/2009, the report returns data for 6/01/2009 through 06/30/2009. Last Calendar Year — Returns data for the first through last day of the previous calendar year. For example, if you run the report on 07/01/2009, the report returns data for 01/01/2008 through 12/31/2008. Last Company Week — Returns data for the first through last day of the previous week of business, based on the company week. For example, if your company week runs Monday through Sunday and you run the report on Friday, 10/30/2009, the report returns data for 10/19/2009 through 10/25/2009. If you run the report on the first day of the company week, the report returns data for the week just prior to the last previous week of business. You define the company week start day on the Company Calendar tab in Company Setup. Last Company Week to Date — Returns data for the first through last day of the previous week of business, based on the company week. If you run the report on the day the company week starts, the report returns data for the week prior to the previous company week. For example, if your company week runs from Monday through Sunday, and you run the report on Monday, 10/19/2009, the report returns data for 10/05/2009 through 10/11/2009. If you run the report on any other day of the company week, it returns the same data as ‘Last Company Week.’ You define the company week start day on the Company Calendar tab in Company Setup. Last Company Week to Date Last Year — Returns data from the previous year, for the first through last day of the company week that corresponds to the week just prior to the current company week. For example, if your company week starts on Monday and you run the report on Friday, 10/23/2009, the report returns data for 10/13/2008 through 10/19/2008. If you run the report on the first day of the company week, the report returns data for the previous year for the week just prior to the previous company week. You define the company week start day on the Company Calendar tab in Company Setup. Last Fiscal Period — Returns data for the first through last day of the previous fiscal period. You define fiscal periods on the Company Calendar tab in Company Setup. Last Fiscal Quarter — Returns data for the first through last day of the previous fiscal quarter. If you run the report on the first day of the fiscal quarter, the report returns data for the fiscal quarter just prior to the previous fiscal quarter. For example, if the third fiscal quarter ends on 10/02/2009 and you run the report on 10/03/2009, the report returns data for 04/04/2009 to 07/04/2009. You define fiscal quarters on the Company Calendar tab in Company Setup. Last Fiscal Week — Returns data for the first through last day of the previous fiscal week. For example, if the fiscal week starts on Monday, and you run the report on Friday, 10/16/2009, the report returns data for 10/06/2009 to 10/12/2009. If you run the report on the first day of the fiscal week, such as Monday, 10/19/2009, the report returns data for 10/05/2009 to 10/11/2009. Last Fiscal Year — Returns data for the first through last day of the previous fiscal year. You define the fiscal year on the Company Calendar tab in Company Setup. Last Pay Period — Returns data for the first through last day of the previous pay period. You define the company pay periods on the Company Calendar tab in Company Setup. Next (X) Days — Returns data for the number of future days specified in the ‘Next’ text box, based on the date you are generating the report. For example, if you run the report on 10/17/2009, and you type ‘7’ in ‘Next,’ the report returns data for 10/18/2009 through 10/24/2009. If you are using Aloha Loyalty, you can use this date range to determine members that have birthdays or anniversaries in the next seven days. Next — Specifies the number of future days to use when determining the data to include in the report. ‘Next’ only appears when you select ‘Next (X) Days’ as a date range. Next Company Week — Returns data for the first through last day of the upcoming company week. For example, if your company week starts on Monday and you run the report on Monday, 10/19/2009, the report returns data for 10/26/2009 to 11/01/2009. Next Fiscal Period Last Year — Returns data from the previous year, for the first through last day of the fiscal period that corresponds to the period following the current fiscal period. For example, if you run the report in fiscal period 10 of 2009, the report returns data for fiscal period 11 of 2008. Next Fiscal Quarter Last Year — Returns data from the previous year, for the first through last day of the fiscal quarter that corresponds to the quarter following the current fiscal quarter. For example, if you run the report in fiscal quarter three of 2009, the report returns data for fiscal quarter four of 2008. Next Fiscal Week — Returns data for the first through last day of the fiscal week that follows the current fiscal week. For example, if the fiscal week starts on Monday and you run the report on 10/21/2009, the report returns data for 10/26/2009 through 11/02/2009. Next Pay Period — Returns data for the first through last day of the pay period following the current pay period. You define the company pay periods on the Company Calendar tab in Company Setup. Same Calendar Week Last Year — Returns data from the previous year, for the first through last day of the calendar week (Sunday through Saturday) that corresponds to the current calendar week. For example, if you run the report on Saturday, 10/17/2009, the report returns data for 10/12/2008 through 10/18/2008. Same Company Week Last Year — Returns data from the previous year, for the first through last day of the company week that corresponds to the current company week. For example, if your company week runs Monday through Sunday, and you run the report on Thursday, 10/22/2009, 2009, the report returns data for 10/20/2008 through 10/26/2008. You define the company week start day on the Company Calendar tab in Company Setup. Same Date Last Year — Returns data from the previous year, for the date that corresponds to the current date. For example, if you run the report on Wednesday, 10/21/2009, the report returns data for Tuesday, 10/21/2008. Same Day Last Year — Returns data from the previous year, for the weekday that corresponds to the current weekday. For example, if you run the report on Wednesday, 10/21/2009, the report returns data for Wednesday, 10/22/2008. Same Fiscal Day by Period Last Year — returns data from same fiscal period and day last year. The system determines which fiscal period the current day falls within and determines the same fiscal period last year and the day of that fiscal period. For example, the current day is the fifth day of the second fiscal period. The system determines the second fiscal period last year and return data for the fifth day of that fiscal period. You define fiscal periods on the Company Calendar tab in Company Setup. Same Fiscal Quarter Last Year — Returns data from the previous year, for the first through last day of the fiscal quarter that corresponds to the current fiscal quarter. For example, if you run the report in fiscal quarter three of this year, the report returns data for fiscal quarter three of last year. You define fiscal quarters on the Company Calendar tab in Company Setup. Same Fiscal Week Last Year — Returns data from the previous year, for the first through last day of the fiscal week that corresponds to the current fiscal week. For example, if you run the report in fiscal week 15 of 2009, the report returns data for fiscal week 15 of 2008. You define fiscal weeks on the Company Calendar tab of Company Setup. Same Fiscal Week to Day Last Year — Returns data for the same fiscal week last year the current day falls within. For example, the current day falls in the second week of the third fiscal period. The system would determine the third fiscal period last year and the dates of the second week within that fiscal period. You define fiscal periods on the Company Calendar tab in Company Setup. Yesterday — Returns data for the date just prior to the current date. Custom Date Ranges Use Custom Date Range — Specifies a specific date range. You enter a start date in the ‘Start Date’ text box, and an ending date in the ‘End Date’ text box. Manually change dates using the mm/dd/yyyy format, or select a date from the calendar. Use the Following Calculation and Format Options Use the options under Use the Following Calculation and Format Options to change the way data displays on the report. Select an Aggregate Function — Changes the sum total of the line item. Click the Usage Advisory to read the warning about changing the aggregate function from the default. The line item defaults to the default format. This is the default aggregate function and display format. The descriptions of the aggregate methods are as follows: Default — Reports data for the line item using the default aggregate function. Sum — Reports data for the line item as a sum or total of the quantities. Count — Reports data for the line item in specific quantities for an item. Count does not use decimals. Average — Reports data for the line item as an average. For example, an average of the sum divided by the count. Min — Reports data for the line item as the smallest amount. Max — Reports data for the line item as the largest amount. Use Min and Max on line items that display totals corresponding with each other to get a difference in data. Select one of the predefined display formats from the ‘Select a Display Format’ drop-down list. The formats are as follows: Default — Displays the data for the line item on the report using the default format. Number — Displays the data for the line item on the report as a whole number (85). Currency — Displays the data for the line item on the report as currency ($5.25). Percentage — Displays the data for the line item on the report as a percentage (85%). Decimal — Displays the data for the line item on the report as a decimal (.55). Blank — Displays blank data for the line item on the report. Use the Blank format to create a blank line between line item data. This is helpful when formatting your reports. Only Report When Enable ‘Only Report When’ if you want to create an exception report. An exception report is a threshold you define for the report. For example, you want to report all voids greater than $50.00. Only voids over $50.00 appear on the report. Create exception reports with the following options: Less Than — Reports data less than the value you enter in the ‘Target Value’ text box. Less Than or Equal To — Reports data less than and or equal to the value you enter in the ‘Target Value’ text box. Equal To — Reports data equal to the amount in the ‘Target Value’ text box. Greater Than — Reports data greater than the amount entered in the ‘Target Value’ text box. Greater Than or Equal To — Reports data greater than or equal to the amount entered in the ‘Target Value’ text box. Between — Reports data that falls between two amounts entered in the ‘Target Values’ text boxes. For example, you enter the following amounts: $15.00 and $35.00. The report returns data only if it falls between those two amounts. Enter a value in the ‘Target Value’ text box to define the criteria for the exception report. Click Next to return to the Group Line Item Setup screen.
