YTD Financial Reports for Multiple Years
It would be nice to be able to pull financial reports as of a specific date over multiple years. Most of the reports we pull for staff and Board include the past five years of YTD info. An example is simply pulling all contributions through the end of the 3rd quarter for years 2014-2018. Currently if we want to do this we have to pull financials through that date five different times and then transport into one report. That can be really cumbersome and cause room for errors because the financial reports don't pull zero balances, which is also an idea I will be putting out here. Since they don't pull zero balances you can't simply copy paste columns into a spreadsheet because the rows won't match up if one year didn't have an amount for a specific revenue/expense line. Thanks for considering.