Annual Budget total in Custom reports



  • Kelly Walston

    I think you would have to have hidden columns for each MTD budget month and then the annual column would add them together. 

    Comment actions Permalink
  • Aaron Harris

    Kelly, thank you for the response. Do you have more information on how this can be accomplished? The "types" that I was aware we could use are: current period, year-to-date, and calculation number, calculation %.  I can't find any documentation on how to display(or place hold)  future periods. 


    My current columns are as follows:

    Column 1:  Current Period

    Column 2: Current period Budget

    Column 3:  YTD Actual

    Column 4: YTD Budget


    Comment actions Permalink

Please sign in to leave a comment.