[Karlv Contributions: 0Level 1☆]

Does someone know how to set up a report which shows Year to Date amounts in a P&L report.

If I were reporting on August 2016, I’d want

Actual Month Data for August

Budget Month Data for August

YTD Actual Data for August (i.e. 1 July 16 – 31 August 16)

YTD Budget Data for August

At the moment if I use this fiscal year as my alternate date it provides me with 1st July 16 to 30 June 17

If I use this fiscal year to date it give me 1 July 16 to 1 August 16 (I’d have thought it would have to give 31 August 2016)

If anyone has any ideas it would be greatly appreciated

Regards

Karl
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[mlumangaya Contributions: 0Level 1☆]

Hi Karl,

The best and easiest approach is to make use of the ‘Alternate Period Range’ function of the Financial Report Builder.

To do this;

– View your current YTD Report.

– Hit the Customize button.

– On the Financial Report Builder page, click on Edit Columns.

– On the Edit Columns section, Click on the ‘Amount’ or ‘Budget Amount’ whichever is needed to be customized.

– There will be a, ‘Alternate Period Range Type’ drop down field available.

– On that field, select Relative to Today’s Date.

– The ‘Alternate Period Range ‘ field will then be available.

– Select Custom.

– ‘Periods’ field will then be available.

– You can then select the Periods which you want to run the Report Column for.

– Use CTRL+ Left Click to multi select.

– Save

I hope this helps.

Thanks!

[Author]

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