Aaron
09/19/2024, 10:06 AMCeligo AI
09/19/2024, 10:06 AMAI generated answer (using internal Slack threads):To run a comparative income statement with selected period ranges from the last fiscal year, you can follow these steps: 1. Navigate to the income statement report. 2. Click on the 'Customize' button to open the report builder. 3. In the 'Columns' section, add a new column. 4. For the new column, set the 'Type' to 'Period' and the 'Period Offset' to '-12'. This will offset the period by 12 months, effectively giving you the same period from the previous year. 5. In the 'Date' section, set the 'Period' to 'Specific Period', and select the period range for which you want to run the report (e.g., Feb 2024 - April 2024). 6. Click 'Refresh' or 'Save & Run' to view the report. This will give you a comparative income statement with the selected period ranges from the last fiscal year. For example, if you have selected Feb 2024 - April 2024, you will have a comparative column for Feb 2023 - April 2023. Please note that this method will not calculate the differences between the individual months. If you need to compare the differences between individual months, you may need to create two primary columns and set their date ranges as relative to the report date, then set the columns as accounting periods. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Celigo AI
09/19/2024, 10:07 AMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.880361795
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.874729335
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.85866642
Celigo AI
09/19/2024, 10:07 AM