Quick Tip: Current Reporting Month and Year

April 2024    Tags: Tabs3 Billing

Certain productivity reports use the current reporting month and year to return data. If your report does not show the desired time frame, you may need to change the current reporting month and year. The following reports use the current reporting month and year:

• Timekeeper Productivity Report
• Category Productivity Report
• Timekeeper Profitability Report
• Productivity Report by Category for Each Timekeeper
• Productivity Report by Transaction Code for Each Timekeeper

The current reporting month and year are used to determine report values in the following ways:

• Default dates in report windows: When displaying dates or months in various reports, Tabs3 Billing will default the date or month to the current reporting month unless a report definition is in use. For example, the Ending Reporting Month in the Timekeeper Productivity Report will default to the current reporting month unless a report definition is loaded for the report.
• Period Selection in report windows: The Time Period Selector includes several options for report generation based on the current reporting month and year, such as the Current Reporting Month Prior Year. The values used when these options are selected are dependent on the current reporting month and year selected in the Set Current Reporting Month window.
• Report Definitions: When saving report definitions, Tabs3 Billing can save either a variable or a specific date. The option saved is determined by comparing the date entered and the current reporting month.

To change the current reporting month and year

1. In the Quick Launch, search for and select “Set Current Reporting Month.”
2. Select the desired month and/or year.
3. Click OK.