Soft Date Period Formats

Here is a description of the period formats available in the Soft Dates tab in Report Builder.

Period Formats Available for Soft Dates

Period Format	Description
Current Period	The period in which today falls, unless you have specified a current period date override.
Current Period (Cumulative)	All the values from the beginning of time up to and including the current period.
Current Quarter	The quarter in which the current period falls.
Current Quarter (Cumulative)	All the values from the beginning of time up to and including the current quarter.
Current Quarter -3	Three quarters prior to the quarter in which the current period falls.
Current Quarter -3 (Cumulative)	All values from the beginning of time up to and including three quarters prior to the quarter in which the current period falls.
Current Quarter -2	Two quarters prior to the current quarter in which the current period falls.
Current Quarter -2 (Cumulative)	All values from the beginning of time up to and including two quarters prior to the quarter in which the current period falls.
Current Year	The year in which the current period falls.
Current Year (Cumulative)	All values from the beginning of time up to and including the current year.
Current Year -2	Two years prior to the current year.
Current Year -2 (Cumulative)	All values from the beginning of time up to and including two years prior to the current year.
Current Year -2 (Year to Date)	Two years prior to the current period.
Current Year -2 (Year to Date, Cumulative)	All values from the beginning of time up to and including two years prior to the current period.
Current Year (Periods)	All periods in the current year.
Current Year (Periods, Cumulative)	All values from the beginning of time, up to and including the current year periods.
Current Year (Quarters)	All quarters for the current year.
Current Year (Quarters, Cumulative)	All values from the beginning of time, up to and including all quarters for the current year.
Current Year (Rolling Periods)	All periods in the current year or preceding year, working backwards from the current period in the current year.
Current Year (Rolling Periods Cumulative)	All values from the beginning of time, up to an including all periods in the current year or preceding year, working backwards from the current period in the current year.
Current Year (Rolling Quarters)	All quarters in the current year or preceding year, working backwards from the quarter in which the current period in the current year falls.
Current Year (Rolling Quarters Cumulative)	All values from the beginning of time, up to and including all quarters in the current year or preceding year, working backwards from the quarter in which the current period in the current year falls.
Current Year to Date	All values for the current year up to and including the current period.
Current Year to Date (Cumulative)	All values from the beginning of time, for the current year, up to and including the current period.
Last Period	The period immediately prior to the current period.
Last Period (Cumulative)	All values from the beginning of time, up to and including the last period.
Last Period Year to Date	All values for the current year, up to and including the last period.
Last Period Year to Date (Cumulative)	All values from the beginning of time, up to and including the last period.
Last Quarter	The quarter immediately prior to the current quarter.
Last Quarter (Cumulative)	All values from the beginning of time, up to and including the last quarter.
Last Quarter -3	Three quarters prior to the last quarter.
Last Quarter -3 (Cumulative)	All values from the beginning of time, up to and including three quarters prior to the last quarter.
Last Quarter -2	Two quarters prior to the last quarter.
Last Quarter -2 (Cumulative)	All values from the beginning of time, up to and including two quarters prior to the last quarter.
Last Year	The year prior to the current year.
Last Year (Cumulative)	All values from the beginning of time, up to and including the last year.
Last Year (Current Period)	The corresponding current period in the prior year.
Last Year (Current Period, Cumulative)	All values from the beginning of time, up to and including the corresponding current period in the last year.
Last Year (Current Quarter)	The corresponding quarter to the current quarter in the last year.
Last Year (Current Quarter, Cumulative)	All values from the beginning of time, up to and including the corresponding quarter to the current quarter in the last year.
Last Year (Current Quarter -3)	Three quarters prior to the corresponding quarter to the current quarter in the last year.
Last Year (Current Quarter -3, Cumulative)	All values from the beginning of time, up to and including three quarters prior to the corresponding quarter to the current quarter in the last year.
Last Year (Current Quarter -2)	Two quarters prior to the corresponding quarter to the current quarter in the last year.
Last Year (Current Quarter -2, Cumulative)	All values from the beginning of time, up to and including two quarters prior to the corresponding quarter to the current quarter in the last year.
Last Year (Last Period)	The period prior to the current period, in the prior year.
Last Year (Last Period, Cumulative)	All values from the beginning of time, up to and including the period prior to the current period, in the prior year.
Last Year (Last Quarter)	The quarter prior to the current quarter, in the prior year.
Last Year (Last Quarter, Cumulative)	All values from the beginning of time, up to and including the quarter prior to the current quarter, in the prior year.
Last Year to Date	All values for the prior year up to and including the current period in the prior year.
Last Year to Date (Cumulative)	All values from the beginning of time, up to and including all values for the prior year up to and including the current period in the prior year.
Next Year	The year following the current year.
Next Year (Cumulative)	All values from the beginning of time, up to and including those for the following year.
Next Year to Date	All values for the following year up to and including the corresponding current period of the following year.
Next Year to Date (Cumulative)	All values from the beginning of time, up to and including the corresponding current period of the following year.
Next Year (Current Period)	The corresponding current period in the following year.
Next Year (Current Period, Cumulative)	All values from the beginning of time, up to and including the corresponding current period in the following year.
Next Year (Last Period)	The period prior to the current period, in the following year.
Next Year (Last Period, Cumulative)	All values from the beginning of time, up to and including the period prior to the corresponding current period, in the following year.
Next Year (Current Quarter)	The corresponding quarter to the current quarter in the following year.
Next Year (Current Quarter, Cumulative)	All values from the beginning of time, up to and including the corresponding quarter to the current quarter in the following year.
Next Year (Last Quarter)	The quarter prior to the current quarter, in the following year.
Next Year (Last Quarter, Cumulative)	All values from the beginning of time, up to and including the quarter prior to the current quarter, in the following year.
Next Year (Current Quarter -2)	Two quarters prior to the corresponding current quarter in the following year.
Next Year (Current Quarter -2, Cumulative)	All values from the beginning of time, up to and including two quarters prior to the corresponding current quarter in the following year.
Next Year (Current Quarter -3)	Three quarters prior to the corresponding current quarter in the following year.
Next Year (Current Quarter -3, Cumulative)	All values from the beginning of time, up to and including three quarters prior to the corresponding current quarter in the following year.
Next Period	The period following the current period.
Next Period (Cumulative)	All values from the beginning of time, up to and including those for the following period.
Next Period to Date	All values for the following period up to and including the corresponding current period.
Next Period to Date (Cumulative)	All values for the following period up to and including the corresponding current period.
Next Quarter	The quarter following the current period.
Next Quarter (Cumulative)	All values from beginning of time, up to and including those for the following quarter.
Current Year +2	Two years subsequent to the current year.
Current Year +2 (Cumulative)	All values from the beginning of time up to and including two years subsequent to the current year.
Current Year +2 (Year to Date)	Two years subsequent to the current period in the current year.
Current Year +2 (Year to Date, Cumulative)	All values from the beginning of time up to and including two years subsequent to the current period in the current year.
Current Year +3	Three years subsequent to the current year.
Current Year +3 (Cumulative)	All values from the beginning of time up to and including three years subsequent to the current year.
Current Year +3 (Year to Date)	Three years subsequent to the current period in the current year.
Current Year +3 (Year to Date, Cumulative)	All values from the beginning of time up to and including three years subsequent to the current period in the current year.
Current Year +4	Four years subsequent to the current year.
Current Year +4 (Cumulative)	All values from the beginning of time up to and including four years subsequent to the current year.
Current Year +4 (Year to Date)	Four years subsequent to the current period in the current year.
Current Year +4 (Year to Date, Cumulative)	All values from the beginning of time up to and including four years subsequent to the current period in the current year.
Current Year +5	Five years subsequent to the current year.
Current Year +5 (Cumulative)	All values from the beginning of time up to and including five years subsequent to the current year.
Current Year +5 (Year to Date)	Five years subsequent to the current period in the current year.
Current Year +5 (Year to Date, Cumulative)	All values from the beginning of time up to and including four years subsequent to the current period in the current year.
Current Year (Opening Balance)	Opening balance for the current financial year within a trial balance.
Last Year (Opening Balance)	Opening balance for the last financial year within a trial balance.

Dynamic Soft Dates

You can enter dynamic soft dates in any of your soft date custom labels. These enable you to use conditions based on the current date to qualify on data. Here is a description of the available dynamic period formats in the Soft Dates tab.

For example, if you select "Current Year (Rolling Periods)" as your period format, and you set the current period date to 01/01/2024, your soft date dimension column displays each period as Period 1, Period 2, and so on. However, if you enter {value} in the Custom Label field of your period format, these periods are displayed with the corresponding date format.

For more information, see Configuring Dynamic Soft Dates.

Customizable Soft Dates

You can create personalized soft dates that you can later use within the Soft Dates tab. For more information, see Configuring Customizable Soft Dates.

Notes:

• You can import and export soft date configurations along with your reports, tailoring each report to the specific needs of your organization. However, configuration names must be unique. You cannot import a soft date configuration that already exists with the same name in your org.
• The Report Builder Export tool is not compatible with the Salesforce Import tool.