I posted a question during the webinar this afternoon, asking if changing the run date would work for reports that get data from JC. I just tried changing the run date to a prior date and the data does not change. Is there a step I'm missing, or did I get an incorrect answer during the webinar? I'm hoping I'm merely missing something as this would be most helpful for us.

Thanks, Karen

Hi Karen,

The Run Date in GridView works like the 'Aged as of' option in the AR Aged Trial Balance report. It changes how 'Today' behaves and ages transactions differently, but on it's own will not affect which records are selected.

If you want to exclude future dated transactions (like the 'Calculate as of' option in the AR ATB report), you need to add to the GridView filter to only select transactions where the date is less than or equal to today.

In GV terms, put this in a filter:
{Transaction Date} <= TODAY()

When the Run Date changes, this will also change the result of the TODAY function.

Thank you - I will try that!