Beside of database results all values are kept in variables.
Variables always belong to a scope: Global, report and dashboard report. Additionally dashboard report variables can be overridden by a global variable and again by gobal dashboard variables. This stack allows it to re-use the same report for e.g. different date ranges (like annual, monthly or weekly reports or different staff groups.
Variable types:
- Numeric Variable: A simple value
- Date Variable: A date
- Date Range Variable: A start and a end date
- List of Ledger Accounts: Ledger Accounts imported from the bookkeeping software
- List of Products: Products imported from the business management software
- List of Staff Names: Staff names imported with the invoice lines
- List of "Staff/Groups": Staff groups configured in the setup wizard
- Value from Report: The aggregated Result from a row from a different report
Input fields:
- Range: Select different types of periods, in our case select "Fiscal Date"
- '-': specify how many years/quarters you want to go back from the current date/period
- years/quarters: the type of period
Length of Period: How long should the period be (years/quarters)