Global Date Filter influences the set of financial records displayed in pages or windows where it is available. Using this filter you can select to view the records which fit the certain date interval.
The Global Date Filter is available from the following pages (marked with blue frame on the screenshots):
And from these windows:
The Global Date Filter panel is displayed in the bottom right corner of the Projetex 2006 window:
Setting a new date interval for the records displayed.
1. Click Edit button from the Global Date Filter panel. The Edit Global Date Filter window will open.
2. Select Preset Period if the period you want to specify is limited by year/quarter/month:
or select Custom Period if you need to specify the concrete dates:
3. If you have selected:
· | Preset Period, select the Year, Quarter or Month interval and then the concrete value: |
· | Custom Period, select the Start and/or Finish options and specify the concrete dates using the correspondent drop-down calendars: |
4. Click OK to switch on the filter or click Cancel to disannul the filter setting.
After the filter is switched on, only the records which date of creation fits the specified condition are displayed. The specified period is displayed on the Global Date Filter panel. For example:
To switch off the Global Date Filter click Off button. When the Filter is turned off, the text above its buttons displays Off label:
To switch on the recently used filter click Recent button.
Note: Global Date Filter has really global nature. If you change it in one page or window, it will change globally. Defined limits will affect displaying of all records within Projetex 2006 where Global Date Filter panel is available.
Note: Global Date Filter setting is saved when you close the program and will be used next time you run Projetex.
See Also:
Using Local Custom Filter
Projetex 2006 User Interface
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