Hi,
I'm trying to build a rolling 12 month income statement in management reporter. I'd like to be able to see the detail of each period and it will need to cross fiscal years. Does anyone have any advice? I don't want to have to go in and change my fiscal year & period every month.
Thanks,
Erin
*This post is locked for comments
Thank you - this one worked.
Erin,
The following Column Definition meets your stated goal.
Year = Base; each Period is Period, Period-1, Period-2, Period-3, etc. I tested it.
Hi Erin,
You can change the Default Base Period to Last Closed Period or Current Processing Period. There are other options under the Default base period so you pick the one that fit for your schedule.
The rolling 12 month can be forward or backward using the base period + or base period -. But, you probably don't have a question on that. Check out the Default Base Period on the Report tab. Hope that helps.
Loan Nguyen
Stay up to date on forum activity by subscribing. You can also customize your in-app and email Notification settings across all subscriptions.
#1
André Arnaud de Cal...
291,280
Super User 2024 Season 2
#2
Martin Dráb
230,235
Most Valuable Professional
#3
nmaenpaa
101,156
Share
Report
All responses (
Answers (