Period indicators
A period indicator is a symbol or code that tells the application the time period to pull amounts from for a specific column, row, cell, or group of cells. A period indicator can specify a single period, year-to-date, cumulative, beginning balance, or total amount for the current or preceding years.
The following is a table of some of the period indicators that are available in the
Report Designer
, then Enter Trial Balance
screen.Current year
Code | Details |
|---|---|
CP | Current period |
CY | Current year-to-date |
CZ | Current year cumulative, doesn’t include beginning balance |
CB | Current year beginning balance |
CT | Current year total |
CP-1 up to CP-52 | Current year - XX period ago (up to 52 periods ago) |
C1 up to C53 | Current year - period XX (up to 53 periods) |
Prior years
Code | Details |
|---|---|
1PP | 1 prior year current period |
1PY | 1 prior year year-to-date |
1PZ | 1 prior year cumulative |
1PB | 1 prior year beginning balance |
1PT | 1 prior year total |
1PP-1 up to 1PP-52 | 1 prior year - XX period ago (up to 52 prior periods ago) |
1P1 up to 1P53 | 1 prior year - period XX (up to 53 periods) |
2PP | 2 prior years current period |
2PY | 2 prior years year-to-date |
2PZ | 2 prior years cumulative |
2PB | 2 prior years beginning balance |
2PT | 2 prior years total |
2PP-1 up to 2PP-52 | 2 prior years - XX periods ago (up to 52 prior periods ago) |
2P1 up to 2P53 | 2 prior years - Period XX (up to 53 periods) |
3PP | 3 prior years current period |
3PY | 3 prior years year-to-date |
3PZ | 3 prior years cumulative |
3PB | 3 prior years beginning balance |
3PT | 3 prior years total |
3PP-1 up to 3PP-52 | 3 prior years - XX periods ago (up to 52 prior periods ago) |
3P1 up to 3P53 | 3 prior years - Period XX (up to 53 periods) |
note
The period and years vary based on the client's processing frequency. For example, a monthly client will have 12 periods and 11 prior periods in any year. The years available for selection depend on the number of prior years of data available for the client.
Payroll only
Code | Details |
|---|---|
XTD (All prior years year-to-date) | Q1 - Q4 (Quarter <1 - 4>) |
1PMTD | 1 prior year month-to-date |
1PQTD | 1 prior year quarter-to-date |
1PYTD | 1 prior year year-to-date |
1PJAN - 1PDEC | 1 prior year |
1PQ1 - 1PQ4 | 1 prior year quarter <1- 4> |
note
The End of Month function in the
Insert
, then Formula
window has 1P1 through 1P12. This enables you to output data for the month-end date for any month of the prior year. 
