Comparing Current YTD Amounts to Prior YTD Amounts

If the Prior Year YTD Amount column in the report contains zero values, you need to add the adjustment period for the prior year in Costpoint if you want to compare the current year YTD with the prior year YTD amounts.

To compare the current year YTD and the prior year YTD amounts:

  1. Open Costpoint and add an adjustment period for the prior year.
  2. Enter values for that adjustment period in the prior year.
  3. Run the Create General Ledger Report Tables (GLPCRRPT) application to update the reporting tables.
  4. In Costpoint BI, run the Income Statement report and check the YTD Amount and Prior Year YTD Amount values.