Account Schedule Reporting

theweegrafter

Am trying to report my YTD Actual Sales, YTD Budget Sales and YTD Last Year Sales.

When i set my Comparison Date Formula to -12M it works fine for the first calender month, however it will not populate data beyond the first month for the YTD Last Year sales figure - this figure should basically display Jan 05 + Feb 05 YTD Sales.

Help....

theweegrafter

Do you require more information?

s_taylor

Can you tell me if you managed to solve this please? I'm not quite sure if my problem is the same. If I run the account schedule report from anywhere other than the overview the YTD comparative figure is incorrect. If overview first then print it is correct. Printed report either way shows same filters at the top.

Alex_Chow

theweegrafter wrote:

Am trying to report my YTD Actual Sales, YTD Budget Sales and YTD Last Year Sales.

When i set my Comparison Date Formula to -12M it works fine for the first calender month, however it will not populate data beyond the first month for the YTD Last Year sales figure - this figure should basically display Jan 05 + Feb 05 YTD Sales.

Help....

Hmm... You should get the proper prior YTD sales figure if you set your column layout to Year To Date. Try setting your comparison to -1Y.

Is your report only 3 columns? When I was reading your question, it seems like you're trying to report more columns than you described.

s_taylor

I have 3 columns on my report, current period, YTD and last YTD. With exactly the same manual filters set I get a different reported figure for Last YTD.
The Last YTD column is set on Year to Date, GL Entries, Net Amount with a comparative period of -1Y.
The overview shows the correct figure when a month date filter is applied but if you just print the report from the reporting menu for the same month it doesn't.
Thanks