Allow Date Cumulative through Previous Month when running reports.
When running reports, you should have an option where you can select the report to run cumulative through the previous month. This way we could set this as the "Date Item" in the drop down and leave it so when reports are run at month's end, no dates need to be changed. Right now we have to change the ending balance date each month and we have over 150 reports that we send out. This would save so much time!
Comments: 2
-
23 Mar, '22
Megh Waltimire AdminHi Courtney,
If you select 'prior month' as the date item in the dropdown, this will automatically roll based on your windows date.
Hope this helps!
Megh -
24 Mar, '22
CourtneyDoes not work for what I am trying to do. It changes the Opening balance date to the prior month. I am trying to leave the opening balance date as the start of our fiscal year (7/01/2021) and have the ending balance date change to the end of the prior month. So the report runs from the beginning of the fiscal year cumulative through the end of the previous month.