FWIW. I might have found a workaround. Using the Accounting Period join....and selecting End Date as the Saved Search Filter, seems to be having the desired effect.
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Chloƫ
02/06/2020, 9:38 PM
There is also this checkbox on the KPI scorecard (if you want to go scorecard route instead) when you're first creating it that you can use if you have a period filter in your saved search.
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KevinJ of Kansas
02/07/2020, 12:14 AM
Only problem with that is you can only have one or the other.
KevinJ of Kansas
02/07/2020, 12:14 AM
But that's how I normally do it and came here to respond with
KevinJ of Kansas
02/07/2020, 12:14 AM
That said - the end date as a saved search filter is smart. Can't believe I never thought of that before... I'll remember that one!