Scenario
When running the Budget vs. Actual Income Statement report, the period range in the header does not match the period range in the YTD (Actual) Column.
Solution
Customize the Income Statement Budget vs. Actual Report and make sure that the period in the header is aligned with the Actual amount's period range, we can perform the following steps:
- Type the name of the saved report in the Global Search or navigate to Reports > Saved Reports > All Saved Reports
- Search for the title/name of the report in the list
- Click the View link
- Click Customize button
- In the Financial Report Builder page: Click Edit Columns
- Highlight the Amount column
- Alternate Date Range Type field: Set to None
- Click Preview or Save