I am trying to create an ARM report that gives me monthly expense by GL/Subaccount.
I’m running into an issue that I assume can be resolved. We are still fairly new on Acumatica.
I want to be able to enter the period end/financial period and only populate the columns through that period. As you can see since we have values in June already entered, how do I limit the report to only show values through this period - May 31, 2023.
I’ve created separate columns for each month and used the following as my data source:
Is this best practice for a 12 month period report and how do I limit the report to only show values through financial period entered?
Any assistance would be appreciated.
Best answer by Laura02
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