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YTD in Custom P&L

  • Oct 30, 2026 9:09 AM UTC
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Semi-Pro I
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Hi, I have created a custom P&L. However, the YTD figures are incorrect. Our period is from April 2026 to March 2027 if that helps. Can you please take a look at the attached RPX file and tell me what needs to be changed to fix this. Thanks heaps!

Best answer by MarkD

It’s now working. I’ve used ='01'+Right(@EndPeriod,4) in my filter formula

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nhatnghetinh
Captain II
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Hi ​@MarkD 

Take a look at the formula used in the Trial Balance Summary (GL632000) report.
I’m curious why you aren’t using the Report Definitions (ARM reports), as it is specifically designed for creating custom P&L reports.

 

Best Regards,

NNT

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    Semi-Pro I
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    • MarkD
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    • Semi-Pro I
    • Oct 30, 2026 10:43 AM UTC

    ​@nhatnghetinh - it needs to be a report as we need to run this custom P&L via a custom field, so if you look at my RPX, you’ll see a custom field being used as a parameter.

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    Semi-Pro I
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    • MarkD
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    • Semi-Pro I
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    • Oct 30, 2026 12:10 PM UTC

    It’s now working. I’ve used ='01'+Right(@EndPeriod,4) in my filter formula

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