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Base Quarterly and Annual Intervals On
Use Base quarterly and annual intervals on to set when the end of the year occurs in the Performance Data Extract bulk report. This only applies to quarterly and annual intervals. It has no impact on monthly intervals.
You can choose:
Account Setting. Displays values based on the configuration of the account Use fiscal year end for the Performance History report setting for the account.
If Use fiscal year end for the Performance History report is selected for the account, the Performance Data Extract bulk report uses the fiscal year end set in the account.
If Use fiscal year end for the Performance History report is cleared for the account, the Performance Data Extract bulk report uses the calendar year end.
In this example, account 999-1121 has a fiscal year end of February and Use fiscal year end for the Performance History report is cleared. It uses the calendar year end, December 31, for its year end.
Account 999-1144 has a fiscal year end of July, and Use fiscal year end for the Performance History report is selected. It uses the fiscal year end, July 31, for its year end.
Calendar Year. This is the default setting. It displays values for the calendar year regardless of fiscal year end settings and uses December 31 as the final day of the year.
In this example, all accounts use the calendar year end, December 31, as the year end.
Fiscal Year. Displays values based on the account's Fiscal Year End settings regardless of the account's fiscal year end configuration. Accounts with no fiscal year configured use the calendar year end.
In this example, accounts with a fiscal year end entered use that date. Account 999-1121 has a fiscal year end of February and uses a year end of February 28 or 29. Account 999-1144 has a fiscal year end of July and uses July 31 for its year end.
For more information about the Performance Data Extract bulk report, see Performance Data Extract Bulk Report.
For more information on bulk reports, see Bulk Reports.
