null

Changing the Posting Period to Date Range on Revenue Reports

| Written by | Back

 

By default, the Revenue Report will automatically display data with a posting date of yesterday. Follow the steps in these two procedures to display data for a different time period or a custom date range. To display data for a specific time period (such as "last quarter"), follow these steps.

  1. Click the Posting Date menu.
  2. Select the desired time period.
  3. Click Update Results. Results for the selected time period will be displayed.
To display data for a specific date range, you will change the operation of the Posting Date filter so that you can enter or select dates. To change the filter so that you can select a custom date range, follow these steps:
  1. Place the mouse pointer over the blue Posting Date title bar so that the options are displayed.

Displaying options for the Posting Date filter

 

 

Selecting Between(Calendar) so you can enter a range of dates

  1. Click OK. The Posting Date filter will now display two fields where you can enter or select the date range.
  2. Enter or select the desired date range.
The Posting Date filter now lets you enter or select the desired date range
  1. Click Update Results. Results for the date range will be displayed.

Related Articles
3 Fundraising Event Ideas Your Organization Should Try
While your organization raises significant funds from ticket sales, membership dues, and other ...
How Your Org Can Navigate Challenges & Opportunities
If you’re a leader at a museum, nature center, zoo, aquarium, or other cultural organization, you ...
Designing an Effective Donation Page: 5 Strategies
Your nonprofit’s donation page is a critical touchpoint for prompting supporters to take action. ...
3 Ways to Maintain Quality Relationships With Your Donors
Behind every successful organization is a donor community that is passionate about your cause. A ...
Zoo Management Software: Choosing a Solution + 8 Top Picks
Zoo management systems are an integral part of zoos around the country and world. They serve as ...
Museum Software: FAQ + 12 Top Management Solutions for 2024
The term “museum management software” is often used in the context of museum archive and ...
The New and Improved Doubleknot: 3 Key Features for 2023
It’s no secret that the management of admissions-based organizations like museums, nature centers, ...
Mastercard's 4 New Recurring Payments Rules (and What They ...
In an ongoing initiative to drive continuity and transparency amongst merchants, customers, and the ...
5 Ticketing & Registration Tips for Experiential ...
Take a second to think about the first moment that your patrons’ “experience” with your business ...
Running Your Children's Museum: How Software Can Help
Picture this: It’s a sunny autumn morning, you’ve just opened your museum’s doors, and it’s only a ...