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
 

Hi Pamith,

To create a report with year-to-date values per each accounting period, you could consider the following:

• Repeat all the necessary data in a single row, including Year Period
• Create a title row above the repeater row
• Create a pivot of the title row and the repeater row
• Define the pivot x axis as you like and for y axis, use the year period. For values, use the GL balance and change how values are displayed to Running total from Year Period.

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.