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Nov 29, 2022 at 04:52 PM

Financial formulation in Crystal Reports

119 Views Last edit Nov 29, 2022 at 06:36 PM 2 rev

I need help with creating a trial balance report for a specific tenure, from beginning of fiscal year to a selected period, in Crystal Reports 2016.

I am unable to formulate how can I get debit and credit amounts totalling from beginning of the fiscal year till the end of selected period (not YTD).

For example, I want to get a trial balance report till period 6 (June), I am able to get the balance at the end of period 6, but unable to formulate total credits and total debits for selected number of periods/months. Instead, it is either debit/credit amounts for June or it's for total debit/credits till date.

Can anyone help me please?