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Data Source Settings for MTD, PTD, YTD ARM P&L Report

  • 7 January 2022
  • 1 reply
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Userlevel 3

Rookie question on ARM Reporting:

I’ve modified a P&L column set to have three columns MTD/PTD/YTD actual values.

I can’t figure out the right settings in the Data Source section of the Column Definition.

Example of issue:  Printing report for January 2021 I ‘should’ get all three columns to be equal.

But the result I am getting is shown below.

 

The MTD Data source is set to 

The PTD Data Source is set to:

The YTD Data Source is set to (I think this one is correct)

 

I am looking for help on what the correct Data Source configuration should be for MTD, PTD, and YTD columns.

Thank you,

Mike Lupro

 

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Best answer by mlupro87 18 January 2022, 21:54

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Userlevel 3

I opened a case with Acumatica and there was no solution offered for this question.

This question was regarding how to create a MTD / QTD / YTD Profit and Loss statement and Acumatica said the the ARM functionality for this type of report does not exist.  There is no way for the Data Source selector to combine MTD / QTD / YTD values on the same report.

You can have MTD and YTD and you can have QTD and YTD but you can’t have all three on one report.

Note:  Velixo was able to create this report and we’re using that instead of ARM in this instance. 

Velixo 1 / Acumatica 0.

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