Year-To-Date hard coded financial reports only pull calendar year data. It should also pull within a date range.

The Vendor YTD Analysis report has a useful format but it only pulls calendar year information. It should also produce fiscal year and date range information. Most educational institutions operate in fiscal years and the fix will benefit your customer base. Yes, the vendor information can also be obtained via a query, but it requires a validation process to assure that the criteria is correct. Same for other year-to-date type reports (except Fixed Assets).

  • Guest
  • Sep 2 2020
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  • Karen George commented
    23 Aug, 2021 01:32pm

    Please create this report. It really should have already been available. The choice to choose dates other than a calendar date need to be created. It helps with reporting to managers and helps with audit reports.