Criteria for Saved Search Is Last Fiscal Year to Period or This Fiscal Year to Period

This article discusses on how to edit an existing Transaction Saved Search and use the criteria Last Fiscal Year to Period or This Fiscal Year to Period properly.

1. Open an existing Transaction Saved Search
2. Click Criteria
3. Click Standard
4. Filter:
   • Select Period
     1. Select Last Fiscal Year to Period
     2. Click Set
5. Save Button: Hover-over the Arrow Down
6. Click Save & Run
   Note:   Last Fiscal Year to Period - results will show transactions from  the first day of the last fiscal year to  the last day of same period/month of last fiscal year. (Given: Current month is May 2019 and  First Fiscal Month is February hence will show results of transactions from  February 2018 to May 2018) while This Fiscal Year to Period - results will show transactions from  the first day of this fiscal year to the last day of the current period/month. (Given: Current month is May 2019 and  First Fiscal Month is February hence will show results of transactions from February 2019 to May 2019).