Home Discussions Questions & Answers Aggregating Movement Data using CTD Balance Type

Aggregating Movement Data using CTD Balance Type

Avatar photoCustomer December 27, 2023 at 7:32 pm

I need to calculate the aggregated movement data across a custom, non-fiscal period range. Which Balance Type should I select?

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    • Support December 28, 2023 at 9:33 pm  

      You need to select the CTD (Custom-to-Date) balance type. This type summarizes balances for user-defined period ranges.

    • Avatar photoCustomer December 30, 2023 at 1:27 pm  

      How do I specify the custom range, for example, from February 2007 to August 2007, using the Period Name parameter?

    • Support December 31, 2023 at 3:55 am  

      When using CTD, the Period Name parameter accepts a custom range format, such as ‘Feb-07-Aug-07’. This aggregates movement data across those specific periods.

    • Avatar photoCustomer January 2, 2024 at 3:44 am  

      Can I use multiple ranges or wildcards?

    • Support January 2, 2024 at 12:58 pm  

      Yes, this parameter supports multiple period ranges and lists, including wildcard entries like ‘Jan-0%’ or ‘%-07’ for flexible period matching.

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