Specify Financial Periods

You show amounts by Year-To-Date period. You can also compare period amounts to amounts in previous periods or years.

To	Do this
Compare to previous Fiscal periods	Change the Compare to previous number to the number of periods you want to compare against. Set the option box next to the number to Fiscal period.
Compare to previous Fiscal quarters	Change the Compare to previous number to the number of quarters you want to compare against. Set the option box next to the number to Fiscal quarter.
Compare to previous Fiscal years	Change the Compare to previous number to the number of years you want to compare against. Set the option box next to the number to Fiscal year.
Compare to previous YTD Fiscal periods	Change the Compare to previous number to the number of periods you want to compare against. Set the option box next to the number to YTD Fiscal period.
Compare to previous Fiscal QTDs	Change the Compare to previous number to the number of quarters you want to compare against. Set the option box next to the number to Fiscal QTD.
Change the Caption for the period columns	Select the desired caption setting from the Caption drop down: Description and Year, Period Number and Year, or Period Month Description and Year.
Split period values (such as Actuals and Budgets)	Check the Split column values by criteria. Once checked, see Financial Column Rollup to specify how to split the period values.