[Gritsy Contributions: 0Level 1☆]

I am trying to add a prior year to date column on a budget vs actual income statement. However I am having trouble selecting the correct settings for this column. I can get the full prior fiscal year, or I can get the period of the last fiscal year of my start date (i.e, I select Oct – Nov as a period range, the prior year column shows only Oct),

Does anyone have any experience with creating this kind of report? Or does anyone understand the different options when creating a new column?

Thanks,
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[mlumangaya Contributions: 0Level 1☆]

Hi,

You can use ‘Relative to Today’s Date’ when customizing your Report.

Here’s how:

1. Customize your Budget VS. Actual Report.

2. On the Edit Columns section, click on the Amount column you wish to customize.

3. On the ‘Alternate Period Range Type’ field, set it to Relative to Today’s Date

4. A new field will appear, Alternate Period Range

5. Select Custom for this field.

6. Manually highlight the Periods from Last Year to Date.

7. Save/Preview.

I hope this helps.

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