I can't remember how to do this and haven't found an answer online. How do you limit a saved search to a specific Period? I'm setting a criteria with Period but can't reach the individual period. Ex: Aug 2023. All I see are dynamic references such as Last Period or This Fiscal Year.

Try checking your preferences, you may have

Financials Only

selected

Thank you for the information Ben, just tried it and it's still not allow me to bind it by a custom period range, I'm suspecting I have to cast the period to a date and then use syntax to filter dynamically

@Synx You need to set it in the criteria (can't really do it in the filters area) and use the "Period" field. There's a dynamic dropdown and just to the right of that box there's a second dropdown box to select a specific period. If you need a custom range in a saved search (e.g. Feb 2024 through April 2024) you just have to do that via expression criteria. I.e. Period = Feb 2024 OR Period = Mar 2024 OR Period = April 2024.

Thank you @James Morris I didn't consider using expressions, I wonder if people have tried casting the Period field to a date and setting it as a filter on the page? I wanted to try it but couldn't cast the Period in a saved search. I managed to cast it in SuiteAnalytics Workbook using this syntax: TO_DATE({postingperiod#display}, 'Mon YYYY')

don't need to do that in SuiteAnalytics Workbook tho. You can select a selected range/set there. Just hit the values tab and you can click away on whatever selection of periods you want.