Show pageOld revisionsBacklinksBack to top This page is read only. You can view the source, but not change it. Ask your administrator if you think this is wrong. CKG Edit ==Explanation== Pulling previous close outs reports from a historic time frame is very limited. Note, that if you are closing the day, month, and year, or the day, and month, you have to pull the reports based on the time frame you want. In other words, you will pull Daily reports using **Day Close & Reports** group with the time frame of Prior Daily Close Out, use **Day/Mth Close & Reports** group for just the Monthly reports, and **Day/Mth/Year Close & Reports** group for only the Yearly reports. You can not pull the day and year using the Monthly Close Out, nor can you pull the monthly and daily using the Prior Yearly Close Outs. ==Tier 1 steps== - Open the **Quick Reports** - Choose the report group you need. (Remember to use only the **Day Close & Reports** for reports labeled Daily, only use **Day/Month Close & Reports** for the reports labeled Monthly, and use **Day/Mth/Yr Close & Reports** for the reports labeled Yearly) - Uncheck the **WIP Summary**, and **AR Aging Summary** reports (These can not be pulled historically in SMS) - Uncheck the **Close Day** (or Day/Month, or Day/Month/Year) checkbox - Uncheck the **Export Acct Data** checkbox, if there - Uncheck any reports labeled Daily if pulling Monthly reports (Daily reports have to be pulled separately), or uncheck and reports labeled Daily or Mthly if pulling Yearly reports (Daily reports and Monthly reports must be pulled separately) - Click the **Print** button to the right - Click the **Show Detail** button under **Date** - Click the **Since Last Daily Close Out** drop down list - Choose **Prior Close Outs** - Choose the appropriate prior close out (**Daily**, **Monthly** or **Yearly**) group - Choose the correct time frame for the reports needed from the pop-up list