How do I create a Year to Date Statement in Fund Statement Designer if we use a Fiscal Year?

How do I create a Year to Date Statement in Fund Statement Designer if we use a Fiscal Year?

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We are on a fiscal year but want to run year-to-date statements in the Fund Statement Designer. How can this be done?

Answer:

Follow these steps to create a Year-To-Date statement.

Enter three columns on the column format.
1. One for the prior year
2. One for the current year
3. One for the total

Note: The periods displayed here will work for a July - June fiscal year

2. Hide columns A and B in the Column Format

3. Modify your row format's beginning and ending balances

a. The Beginning Balance will be printed in column A

b. The ending Balance will be printed in column B

4. These will pull the values from each column and display them in the total column (C).

5. Run a statement, making sure to select this Design Statement

6. Click on External Statements > Preview

Note: There is only one column printed on the statement, not three

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