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Business Reporter-Sum of closing balance of previous month and Current month closing balance

  • 11 May 2023
  • 4 replies
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Hi All,

Can anyone support me on how  to get sum of last month closing balance and current month closing balance to one column in Business Reporter.

Thank You

 

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Best answer by cynthia.wilson 13 May 2023, 00:44

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There is probably more than one way, but if I’m understanding correctly, and you want to get YTD balances in one column, I defined a standard parameter of Accounting year and Accounting Period for the report book:

When those parameters are mandatory and populated when the report is ran, you can define the design column based on those parameters when working with the GL balance Info Source

 

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Hi @cynthia.wilson,

I tried the steps you have mentioned, values are coming for each period separately as per the below screenshot.

 

I need the value as a Total (Period 0+Period 1). I have designed the column and the row as below. Is there any changes that i need to do?

Thanks!

Userlevel 4
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What is your repeater?  For this I have it set as something that i know there is only a single value - in this example it is company code:

 

 

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Hi @cynthia.wilson,

I tried with Company as the repeater it works now. Thank You for the support.

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