​@DV - JL  I’ve used the Advanced Functions with Design Column conditions for rolling reports.  It works nicely if you want the current plus x number or periods before.  You can increment negative numbers to go back to the previous year.  

Hi Tracy, thanks for responding! I have been using those advanced functions but maybe I’m making it too complicated.

I made up fake numbers in a quick example of what I’m wanting, using Cash balances as an example. I’m wanting to see the cash balance at the end of every month, for the trailing twelve months. So in my example, the Cash Balance rows would be correct, as it’s looking from the yearperiod’s relevant period 0 to the yearperiod. My guess is that from your screenshots, you are getting the net activity in the 12 months, so column B would be showing 136 and 121, respectively. 

Essentially, I want a balance sheet where I see the last 12 months, but the balance at the end of each month.

​@DV - JL If your current report has 23 columns to accommodate going backwards to periods previous, you can use the advanced functions and ditch the Criteria you show in your above example.  The GET_ACCT_YEAR_PERIOD will always return the current year/period and the GET_YEAR_PERIOD_INCR will use that year/period to go forwards if incremented with a positive value and backwards if incremented with a negative value. 

Just use an “=” instead of a “Between” for the period columns to get only the balance for that period.  If you want an aggregated column, you can then use a “Between”.

There are probably other ways to do this, but I’ve found that the Advanced Functions give me total control over what appears in my report by simply adjusting my column filters to include or exclude certain year/periods.

I don’t think I’m being clear in my ask and that’s my fault. I’m wanting to create a report that I can run for any period, not just current year/period. Whatever period I run be the most left column, and then whatever the preceeding 11 months were follow suit. 

In my screenshot above I “ran” the top section of numbers for 202507. I don’t want just July 2025 activity in that first column, I want Year-to-Date 2025 in the column. So that column would be the balance in Period 0 with all the activity January - July.  The next column over would be the previous month, and so I want the Year-to-Date June 2025 in that column, Period 0 with all the activity January - June. 

My issue with the “between” operator and the function parameters is it gives me activity, and not balances. Over those twelve months the activity in this fictitious bank account may have rose 136 units, but my bank statement doesn’t say I have 136 units, because there was a balance before those twelve months. It would say I have 437 units. 

​@DV - JL You can prompt for a year/period and use that in the Year Period function argument in place of the &CurrentYearPeriod12 for the GET_YEAR_PERIOD_INCR function.

You can use a mix of column filters to suit your needs.  If you have a column that you always want to be Period 0, just use =Period 0 in the filter.  See the Example Balance Sheet that IFS provides in the BR Client.

My understanding of the Balance Sheet is that it aligns with the GL Balances that you can see in IFS.  Use “=” instead of “Between” to get the period balances.