Inquiry - Tips & Tricks

Axium’s Software Support team often hears from users who want an inquiry column to display data only for a specific date range. They also want to be able to change that date range easily.
                                                                                                                                                         
Note: You can apply date ranges to certain columns that contain dollar amounts or hours.

To do this:

• Right-click the column heading (where you want to display only information which occurs on or before a specific date or within a range of dates), and select Properties.

• In the Date Range field, select Range prompt.

• In this example, these settings will allow you to see the spent value for a given period of time:
  
  
  

• Ajera displays All Dates at the top of the inquiry in blue underlined text.
  

• Click the All Dates text, and select the date range you want to assign to the column.
  

Important! About Range prompt text. Although the prompt text appears at the top of the report, it applies to only the columns where you assigned dates, not to every column on the report. You must assign the date to each column where you want it to apply.

If you set different cutoff or range dates for other columns, the prompt at the top applies to all columns where you assigned date conditions. If you have a mixture of cutoff and range dates, the cutoff condition uses the latest date in the date range.

Best Practice: Rename the column. When you apply a date condition to a column, change the title of the column to reflect it. In this way, you later know what information you are seeing in a column. For example, you may retitle a column that reflects the billed amount for the third quarter from Billed to Billed Q3. To later check the date condition you assigned to a specific column, right-click the column heading and select Properties.

Best Practice: Keep date restrictions simple. Unless you have a specific need and understand what you want to accomplish, do not assign different types of date restrictions to different columns.

To provide us with your input for future enhancements, please contact Software Support at 800.844.0769 or email ajera_support@axiumae.com.