+8
Hi,
I have created a report which the ‘GL Balance’ column is set as a repeater and with ‘Year’ being the input, it shows each period correctly. Now I need to show the Year-to-Date value in the each repeating period.
I am not sure how to give this logic in the column filter as it is the repeater that determined the bottom period.
The customer is using IFS V10 UPD6.
Any ideas?
Thank you - Pamith
+2
Hi Pamith,
You could consider creating a parameter for the report based on Accounting Period and allow the end user to select / enter a value when they run the report.
Go into your report design and in the column where you placed the GL Balance object / repeated for each year, add a filter…... so that the amount is equal to or less than the parameter value.
Jason
+8
Hi Pamith,
To create a report with year-to-date values per each accounting period, you could consider the following:
This way you’ll have a report with year-to-date values per each accounting period. If you need to show both the year-to-date as well as the single month value side by side, you can drag one more GL balance to the pivot value box.
Good luck & let us know if you succeed.
Br. Lauri
You can use the pre-built function parameters for returning the current Year and Period Field, apply a filter on your column referencing these parameters for transactions between period 0 and the current period returned.
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