This topic contains 2 replies, has 0 voices, and was last updated by Kouji 10 years, 1 month ago.

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  • #7220

    MikeOnDeck

    I have the comparative Amount column set to “Same Period of Last FY”. This works great when looking at previous months. If I want to look at the current month or current quarter, I’d rather it show me the “Same Period of Last FY to Date” so that if I’m running this today and I choose May 2013 it will show me 5/1/13-5/8/13 vs 5/1/12-5/8/12 instead of the complete month of May in 2012.

    Thanks,

    Mike
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  • #7221

    bboese

    RE: Use "To Date" option in Comparative Income Statement

    Click link below and under Reporting/Search tab set Report by Period to “Never”. Please note you may want to switch between “Financials Only” or “All reports” or “Never”, depending on your specific reporting needs.

    https://system.netsuite.com/app/cent…refs.nl?sc=-29

  • #7222

    Kouji

    To expound on bboese’s answer, you may try this:Go to Home>Set Preferences>Analytics tab
    Set the REPORT BY PERIOD preference to “Never”
    Click Save
    Go to Reports>Financial>Comparative Income Statement>Customize Summary
    Go to Edit Columns
    Click on the Amount column
    Select “Relative to today’s date” on the Alternate Date Range Type drop-down
    Then select “(Custom)” on the Alternate Date Range drop-down
    On the From field, select 5/1/13
    On the As of field, select 5/8/13
    Do the same for the Comparative Amount column but select 5/1/12 on the From field and 5/8/12 on the As of field
    Click Preview

    I hope this helps.


    tporter7058 replied on 10/26/2014, 06:19 AM: This was a great tip…7 years I have been hoping for an answer on this. THANK YOU!

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