How to add filter to obtain prior financial period transactions?
How do we create a filter on an OTBI analysis to return the prior financial period's transactions based on current date?
Requirement: We need to schedule a report to deliver some general ledger transaction data. We want to schedule the report to run on e.g. the 7th of each month and the results to list the transactions for the last financial period. Our financial year runs 1st April to 31st March with period names in the format Mmm-YY
Example: Report run date is 7th November which is within period Nov-25 (aka period number 8 within financial year 2026). Based on this run date we want the report to output all transactions for accounting period Oct-25 (aka period number 7 within financial year 2026).
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