Good day Community
I have created an ARM report which has PTD and YTD values on the same report but for some reason it is only displaying YTD in all columns and I can’t see the problem.
PTD has Turnover as the Amount Type in the Data Source and YTD has Ending Balance, yet the amounts displayed are the same. Obviously the Subaccount is the same.
Can someone please advise what I have missed
Many thanks in advnce.
Best answer by kyle90
Hey
We use PTD and YTD in lots of reports. We typically set Start Date as request but I believe you will also need to specify an end date (either set as request or use start date) to get a turnover. If you’re looking for multiple months, I would request the period for both
On the column sets you’ll want both columns types to be set as “GL”
- for YTD you’d set the Amount Type from the Data Source as Ending Balance
- for the PTD you’d set it as Turnover
With both Start and End date set as request, you should be able to produce a 2 month report. I really like the ability to look at a trailing 12-months in the PTD column with this set up too
Thanks for your response. The start date only is requested. In this instance it is 02-2026, so I am expecting results for month 2 and year to date for 2 months.
Hi
Hey
We use PTD and YTD in lots of reports. We typically set Start Date as request but I believe you will also need to specify an end date (either set as request or use start date) to get a turnover. If you’re looking for multiple months, I would request the period for both
On the column sets you’ll want both columns types to be set as “GL”
- for YTD you’d set the Amount Type from the Data Source as Ending Balance
- for the PTD you’d set it as Turnover
With both Start and End date set as request, you should be able to produce a 2 month report. I really like the ability to look at a trailing 12-months in the PTD column with this set up too
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