It is possible to allow the start date for the Dynamic Report to be set automatically, based on the current date or the date of the radix chart being used. If one of these automated options is chosen, and the current settings are saved as a Saved Selection, then the next time this Saved Selection is used, the report start date will be updated automatically as required.

Clicking on the Date Options… button displays the Report Start Date dialog.

The available options are...

Fixed date as entered – using this option has the same effect as manually entering a start date. The date you enter remains fixed for all subsequent reports unless you manually update it again.

Relative to the current date – this allows you to set a report period that moves forward in time as the current date changes. This is useful for creating a limited period report that always remains up-to-date.

Relative to the radix chart date – this allows you to set a report period which is fixed relative to the birth date. This is useful for creating a report that always starts at or near the radix chart’s birth date, i.e. a lifetime report.

The adjustment options for relative dates are as follows.

Go to – allows you to adjust from the reference (current or radix) date back to the beginning of the day, month, quarter, half year or year.

Adjust date by – allows you to adjust from the reference date by any integer multiple of days, months or years. This may be a positive or negative multiple, for an adjustment forward or backward in time respectively.

 

Examples:

If the settings are Relative to Current Date, Go To Start of Month, Adjust by –1 months, then any current date in December 2005 results in an automate report start date of 1st November 2005 i.e. the first day of the month preceding the current month.

If the settings are Relative to Radix Chart Date, Go To Start of Month, Adjust by +1 months, then a radix chart date of 28th December 1957 results in an automated report start date of 1st January 1958 i.e. the first day of the month following the birth date.

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