Fiscal YTD

[wil1952]

I need to run a report each month that gives me Fiscal YTD Totals. When I am setting up the report I only see the YTD is there some way to tell it Fiscal YTD and when the Fiscal Year starts (10/01/06)?

 

[MrBillSC]

The beginning of the Fiscal Year varies from company to company. You'll have to use a formula to calc the first day of the current fiscal year, then use the record select formula to select all records with dates >= your formula:
formula: FYStartDate

If Month(Today) >= 10 then Date(Year(Today),10,01) else
Date(Year(Today) - 1),10,01)

MrBill

 

[wil1952]

It works. Thanks. You just made a lot of people happy.