Calendar Year To Date | Previous Calendar Year To Date

Tips and tricks
5

Ah yes, my mistake.

In which case there are two ways depending on how you want to use it:

  1. Set the Start to be the 1st of the year and the end to be yesterday. You’ll need to update the Start dates each year to the next year.

You also lose the ability to report monthly though if using them in a standard grid (with period across the top) - it doesn’t matter though if using it in Custom mode

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  1. Have two periods - one being Year to Date excluding Current Month and a second which is Current Month to Date. You can only use this in Custom as you’d have to add the columns together to get a total YTD to the day.