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How to Define Financial Report Column to Compare YTD Earnings?

edited Nov 6, 2025 7:52PM in Ask A Guru 3 comments

I am trying to create a custom Financial Statement that compares year-to-date (YTD) earnings from the current year to the past year. However, I cannot seem to get the alternate period settings to work properly for the comparison column. No matter how I configure it, the relative column only shows results for a single month, as below:

The report's settings are:

And the Amount (Prior) column is defined as:


However, I cannot get the Amount (Prior) column to be from Jan 2024 - Aug 2024. Is there something I am missing, or not doing correctly? Or is the report not able to achieve this?

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