Create date intervals

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Creating a date interval in Finance helps you filter, report, and analyze data based on a date range.

You can create and manage date intervals that can be used in financial statements and reports. Date intervals allow you to create dynamic dates. When you use date intervals, you can set up predefined periods when you run financial statements. Date intervals can also be used when setting up an allocation rule. You set up date intervals in General ledger > Ledger setup > Date intervals.

When the date intervals have been saved, they can be used in different reports.

For example, the Controller at Contoso Entertainment USA, runs a Trial balance report each month. Instead of changing the From and To date each time they want to run this report, they can specify a Date interval as shown in the screenshot below. This can make the process of running reports more efficient and allow for quick access to different date intervals such as the Current period, Previous year, and Current year - to date.

Watch this video to learn how to create date intervals.