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Questions Retrieving the start date and ending date of the financial year for which a financial report is run

 
Acumatica Analytical Report Manager (Financial Report Writer)
Last Post by Alec Axelblom 4 years ago
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Alec Axelblom
Posts: 12
 Alec Axelblom
Topic starter
September 22, 2021 11:52 am
(@alec-axelblom)
Eminent Member
Joined: 4 years ago

Hello,

When we run a financial report I am trying to get a field that shows the start and end of the financial year for which the financial report is run. This overall wouldn't be that hard if we only worked in calendar financial years (january-december). However, I want a formula that works no matter if the start of the financial year is January or if it's in July. 

Examples:
Company 1 has the financial year January-December. 
I run a report with Start Period: July 2021 & End Period: September 2021.
I then want the report to contain the value "2021-01-01 - 2021-12-31"

Company 2 has the financial year in July-June
I run a report with Start Period: July 2021 & End Period: September 2021.
I then want the report to contain the value "2021-07-01 - 2022-06-30" (see below). 

finperiod

Is this possible?
In the Column Set (unsure if this is the name in English) I have tried formula "=@YearStart" but this gives the calendar year start, not the financial year (so it wouldn't work for a company that starts financial year in July). And "=Report.FormatYear(@StartPeriod)" does not work, because it retrieves for example "2022" if I run a report for the period "01-2022" which is actually July 2021.

If I can not get the day in the formula then that's OK, but I want to get at least the year and month.

 

 

 


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