web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

🚀 Season of Sharing Community Challenge Launch!
Ask A Community Pro
Introducing our New Video Series: Community Spotlight
News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / How to get current yea...
Small and medium business | Business Central, N...
Suggested Answer

How to get current year data into a monthly income statement

(0) ShareShare
ReportReport
Posted on by Lynn G. 10

I have  tried everything I have read on this topic and nothing brings in current monthly data, only prior year.

I've tried FY[1] FY[2] routine,  I've tried -1P  -2P  all it does is bring in prior year...  how do you get the program to show current year data?

There must be a way.....    And you can't use CP, you get an error message.

pastedimage1684512854302v1.png

The above gave me Dec as period -1P and Nov as -2P and so forth all of prior year.

I have the same question (0)
  • Jun Wang Profile Picture
    Jun Wang 8,220 Moderator on at

    did you check if the date filter is correct ?

    pastedimage1684518587987v1.png

  • Lynn G. Profile Picture
    Lynn G. 10 on at

    Yes.  I set the date filter in the print from 1/1/2023 to 4/30/2023

    Sent you a screen shot via email

  • Jun Wang Profile Picture
    Jun Wang 8,220 Moderator on at

    what do you try to achieve using -4p, -3p, -2p, -1p?

    from the title, it seems you want to get the monthly income, so I guess you need net change of income Jan, Feb, Mar, Apr of 2023?

  • Suggested answer
    Jun Wang Profile Picture
    Jun Wang 8,220 Moderator on at

    if you are trying to get the monthly net change, the formula doesn't seem to be correct. Try the below. It will give you net change of Jan, feb, mar, and apr. of 2023. FY means current financial year 

    pastedimage1684528806968v1.png

  • TWBlaisdell Profile Picture
    TWBlaisdell Microsoft Employee on at

    Hello Lynn,

    Thank you for posting on the Community Forum.

    Did you set up your Accounting Periods by creating the New Fiscal Year for January 1, 2023 through December 31, 2023? 

    That is the one thing I can think of that may lead to challenges here. To report on a period, the Period must be defined in the Accounting Periods Table.

    I hope this helps.

    Thank you!

    Tom

  • Lynn G. Profile Picture
    Lynn G. 10 on at

    I closed the last year correctly and am in the new accounting year (2023) yet it keeps giving me last year's data.

    So far no one seems to be able to solve this issue.  I would be glad to screen share with you to let you see it...

    it really is frustrating.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

News and Announcements

🚀 Season of Sharing Community Challenge Launch!
Ask A Community Pro
Introducing our New Video Series: Community Spotlight

Quick Links

Season of Sharing Community Challenge Launch!

Jump in, show your community spirit, and win prizes!

Women in Power Builds Momentum

Expanding mentorship, skilling, and AI innovation

Congratulations to the May Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Small and medium business | Business Central, NAV, RMS

#1
OussamaSabbouh Profile Picture

OussamaSabbouh 1,690 Super User 2026 Season 1

#2
Grigorios Mavrogeorgis Profile Picture

Grigorios Mavrogeorgis 1,091 Super User 2026 Season 1

#3
YUN ZHU Profile Picture

YUN ZHU 1,047 Super User 2026 Season 1

Last 30 days Overall leaderboard

Featured topics

Microsoft Training Manuals

Product updates

Dynamics 365 release plans