Formula to give me the last year to date amount in a transaction saved search

AI generated answer (using internal Slack threads):

To get the last year to date amount in a transaction saved search, you can use a relative date filter in your saved search criteria. Here are the steps to do this: 1. Go to your saved search and click on the 'Criteria' tab. 2. Click on 'Add New Filter'. 3. In the 'Field' dropdown, select 'Date'. 4. In the 'Operator' dropdown, select 'within'. 5. In the 'Value' field, select 'last fiscal year'. This will filter your saved search to only include transactions from the last fiscal year. If you want to include the amount in your results, you can add 'Amount' as a column in the 'Results' tab of your saved search. Please note that this will give you the amount for the last fiscal year, not the last 12 months. If you want the amount for the last 12 months, you can use 'last 12 months' instead of 'last fiscal year' in the 'Value' field of your date filter. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******

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