Defining Statistical Periods

Statistical periods define date ranges the system should use when showing client statistics.

About this task

When defining client statistical periods, you should complete enough records to cover the whole year and then choose the next year to define periods for that year. You can add up to 13 periods.

Procedure

  1. Click File > Ancillary Data > Para > Client > Client Statistics.
  2. Click the Periods tab.

    Client Statistics dialog box with a Year beginning selected and four Period Nos showing.
  3. Click Add.
  4. Provide the following information:
    1. In the Year beginning field, click the year for which to create periods.
    2. Type a Description of the first period in the year.
    3. Type the From date for the period.
      By default this field will populate with the next date after the previous period's To date.
    4. Type the To date for the period.
  5. Click Save.
    The record is saved.
  6. Create any additional statistical periods.
  7. Click Close.