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Period filters for KPI scorecard

edited Jun 2, 2025 2:24PM in Ask A Guru 2 comments

I need my scorecard to reflect the YTD prior period. This option is available on some reports but not all. Is there a way to create other period selection options other than the prepopulated ones.

I tried to use months instead of periods to trick it, but the numbers don't match (probably because some AR and AP are dated a month different from the period) and some data fields are no longer options (COGS, Net Profit) when I use Months.

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