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Year to Date "YTD" Reporting using the Advanced Reporting Add-in
We often get questions about the best way to report year to date results using the advanced reporting add-in. Often times customers may want to produce reports that feature "Year to date Budget vs. Actuals", and/or "Current Year to Date vs. Prior Year to Date" results.
While year to date numbers cannot be directly pulled in from PlanGuru using the Advanced Reporting Add-In at this point in time, we're planning to add this feature into a future release of the ARA. In the mean time this video will show you two approaches for incorporating YTD reporting into your ARA workbooks.