You’re offline. This is a read only version of the page.
I am trying to create a Monthly Profit & Loss report similar to the standard P&L.
My requirement is that the report should work dynamically — if I apply any date filter, it should display the exact figures for each month within that selected period.
I tried configuring the month columns using Comparison Date Formula (-11M to 0M for Jan to Dec), but the report is pulling incorrect values and months are not matching the actual figures.
What I need is:
Exact figures for each individual month
Future periods should display zero / blank
The report should automatically adjust based on the selected date filter without changing formulas manually
Try by Using Comparison Period Formula, not Comparison Date Formula. Set 12 Net Change columns with FY[1] to FY[12] for monthly figures based on the selected date filter.
Share
Report
All responses (
Answers (
23,034
