Using the Period and Time Period prompts in financial reporting
When running select financial reports in Workday, one way to determine how much data you see is though the Period and Time Period prompts. These two fields work together to define the fiscal years and periods of a given report.
The Period prompt you choose acts like a starting point, or the primary period on which the report will focus. The Time Period prompt features many options that can be used to expand, limit, or adjust the report’s date range.
Below are several examples to demonstrate different combinations of Period and Time Period selections:
By selecting a Period of FY2022-Jul and a Time Period of Current Period, the report will return data for only the current period (July 2021).
By selecting a Period of FY2021-Feb and a Time Period of Current Period YTD, the report will return data for the fiscal year through the selected period (July 2020- February 2021).
By selecting a Period of FY2021-Apr and a Time Period of Current Year, the report will return all transactions for the year in which the period is included (July 2020-June 2021).
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