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Former Member
Mar 29, 2006 at 02:59 PM

Restrict YTD based on accounting periods

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We have a 4/4/5 week accounting period. For our sales reports, they want the YTD to be based on the last date of the period that just closed...

Example:

period 1 ends Mar 26, officially closed Apr 2

period 2 starts Mar 27

Report is triggered by the official close date but the YTD should only include values up to and including Mar 26.

Does any one have a suggestion on how I can restrict the YTD based on the above senario?

Cindy