I have a report I need to create that compares total income amounts over various date ranges, filtered by a group. These date ranges include:

Month over Prior year Month
Total year to date over Prior year to date
and the total of the prior year to end.

These are fiscal years and do not follow the normal calendar.

For the added wrinkle - this report needs to be dynamic and must not require the end user to enter parameters.

I have made several attempts but I just cannot get where I want to be....

I know how to do the customer grouping.

Any suggestions?



Edited by MissyLea - 11 May 2015 at 8:48am

I have a customer type code - an actual field that is in my data set. I use that to define the group -

Yes, I went to subreports and the select expert to get my month over month reporting. I was hoping to dynamically display the actual name of the month in a header, based on the transaction date but decided to take the easy route and just say "Current Year Month to Date" and "Prior Year Month to Date".
Separate subreports for each reporting period was the key.