Content Comparison

...

Select "Transaction Report" (Type dropdown field)

Image RemovedImage Added

 Click "Create"

Image Removed

Image Removed

Create Variable:

...

To make our report more reusable, we're going to create a report variable for the date period we want to use for counting the transactions. 
Click on "Add Variable" (bottommiddle of page):

 Image RemovedImage Added

Input  Input Fields:

• Name: The name can only contains letters and '_'. The first part of the name separeted by a '_' represents the category the variable is added to when viewing. The only effect of a category is to visually group the variables.
• Description: A description what it is used for
• Type: Type of the variable (see description on the right)

In our case we select a "Date Range Variable" which contains a start and a end date, the period we count the transactions in.

Image Removed

 Image Added

After clicking "Create", the variables are grouped be "Report Scope" and "Global Scope" since we added our report variable "period".

Image RemovedImage Added

Create Row:

Now we click "Add new Row" to create our first row:Image Removed

Input fields:

...

In our case, the form should look like this:

Image RemovedImage Added

After clicking "Create" we should have the preview of our row at the bottom of the report screen:Image Removed

If there is a zero amount, check what the date is that you are currently creating the report. If it is at the very start of a month the report will try to pull data from the month you are in. E.g. 7 September, there will only be 7 days worth of data which could be nothing or very little. 

Image Added

Change Period:

To change the period in which we count the invoices, we have to select our "Report Scope" > "period" variable and press the " edit " link tool after the current value:

Image RemovedImage Added

In the popup window for editing the Date Range Variable we have the following options (the options are depending to the variable type, the Date Range Variable in our case. See "Variable Types" for other types):Image Removed

Input fields:

• Range: Select different different types of periods, in our case select "Fiscal Date"
• '-': specify how many years/quarters you want to go back from the current date/period
• years/quarters: the type of period

• Length of Period: How long should the period be (years/quarters)

To calculate the invoices from the last fiscal yearyour customised date range, it should look like the following:

Image RemovedImage Added

Press "Save" than "Update" to see the new result at the preview section at the bottom.

...