Hi Karen,

So in brief, you would like an inquiry that loads records for all 3 years 2008, 2009 and 2010, and in some way records within each year can be compared. Is this correct?

You probably will need to create 3 calculated columns, one for each year, where each have a formula something like:
IF(YEARL{Date}=2008,{Dollar Value},0)
which would only output the dollar amount if the record belongs in the particular year. The syntax above is not correct - you would need to substitute with the desired fields. Then ensure that Totals are enabled for each of these 3 columns.

If you have a filter that only selects records in YTD, you'll need to create a new filter that loads all records since the beginning of 2008.

Then set one or more columns with a Set Sort Order, such as job number, customer number, or whatever you want to do the yearly comparisons for. Then Summarize the view. The result will be one row for each job or customer or whatever, and the 3 yearly columns with the amounts you want to compare.

Changing the Run Date for an inquiry will affect all filters and formulas that use the TODAY() function. If you don't use TODAY() anywhere, then changing the Run Date will have no effect.

It may be interesting to discuss particulars with your Adagio consultant if the required changes are quite complicated.