Report Designer: Adding a prior-period variable to a letter

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Our Support department is closed on Friday, April 28th for a company event. However, limited Accounting CS phone support is available on that date from 9 AM - 5 PM ET due to the approaching deadline for quarterly payroll tax forms.

Links to our most popular payroll tax processing topics are available in the Alerts and notices section on the right side of most pages.

You can use the Date function in the Report Designer to display a date in a letter other than the current period end date.

  1. Choose File > Report Designer.
  2. In the Reports list frame of the Report Designer, click the Letters button and then double-click a letter to open it in the design grid.
  3. Place your cursor in the letter where the date is to be placed.
  4. Choose Insert > Formula.
  5. Click the Functions option at the top of the dialog.
  6. Highlight the Date row in the list.
  7. Click the Variable Variable button button next to Variable 1 field to open the Variables dialog.
  8. Select the System.FinancialStatement.PeriodEndDate variable in the tree and click OK.
  9. Click the Ellipsis  button next to the Date format field in the Formula dialog and choose the appropriate date format and click OK.
  10. Click the calendar button next to Period field and select the appropriate period.
  11. Click OK.

Example: The following date formula can be inserted into the letter to display the four digit year of the prior year.

[Date(System.FinancialStatement.PeriodEndDate,"yyyy","1PY")]

See also: Reporting and Report Designer: Procedures

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