A very useful forum, thank you! I have picked up a lot by reading the posts.

A formula for LastFiscalYTD eludes me. Any help would be greatly appreciated.

We're glad that you have been finding our discussion forum useful. That's why we have it!

Quik Reports has a number of pre-defined date ranges involving the fiscal period dates, but they are all based on dates in the current fiscal year. None of the pre-defined date ranges are based on the prior fiscal year. There is a date range called LastYearYTD, which is based on the previous calendar year.

You can create any date ranges you wish for both formula fields and selection formulas. For example, if your fiscal calendar is Apr 1 to Mar 31, then you could define a date range for the previous fiscal year as:

Trans Date >= Date(2000,04,01) and Trans Date <= Date(2001,03,31)

Trans Date is the transaction date field used for comparison, such as invoice date, order date, posting date, or whatever. Because these dates are hardcoded, they would have to be changed every year when the new fiscal calendar begins.

You could also get creative with formula syntax, using date math:

Trans date + 365 in FiscalTearToDate

This would add 365 days to the transaction date and compare it to the current fiscal year, which is a roundabout way of comparing the transaction date to the previous fiscal year. It may need to be made more complex to test for leap years, but this could be used as a start.

Regards,
Softrak Support