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ARM Report: Showing Sum of Last Three Periods

  • August 6, 2025
  • 1 reply
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J
Semi-Pro III
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Hi!

The goal is to have a column on Statement of Operation to show the sum of last three months. 

So far I am only able to get the column to show value for three months from the current month selected, not adding up the past three months values. (i.e. If selected month is 09-2024, the column only returns data for 06-2024).

I have tried changing the Amount Type to Turnover and that would only return the turnover amount of the period that is three months from the current, not the turnover of all three months. 

Anybody know if this is possible to accomplish with ARM reports and what the formula should look like? Any suggestions are appreciated!

Thanks!

 

Best answer by meganfriesen37

For the “Offset” fields in your Data source pop-up I would change the top one to have -2 in the period field.  But in the lower (ending) offset field, leave it blank so that you’re getting the “current” period as the ending period (the current period being the period selected when running the report) so that if you ran for period 08-2025 your starting offset would be 06-2025 and your ending period would be 08-2025.  And use amount type turnover.

 

Megan

1 reply

meganfriesen37
Captain II
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  • meganfriesen37
  • Captain II
  • Answer
  • August 6, 2025

For the “Offset” fields in your Data source pop-up I would change the top one to have -2 in the period field.  But in the lower (ending) offset field, leave it blank so that you’re getting the “current” period as the ending period (the current period being the period selected when running the report) so that if you ran for period 08-2025 your starting offset would be 06-2025 and your ending period would be 08-2025.  And use amount type turnover.

 

Megan

Megan Friesen, Contego Software Solutions, Canada
Chris Hackett
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