How can we help?

Blank Report - Running a Year-to-date Report on January 1st

Many of our users like to see performance for the year by using the date range "This Year" to show all of their year-to-date data.

This usually will produce a wonderful comprehensive report and gives a nice overview when running the report late in the year.  However, when this report is run on the 1st of January, the date range "This Year" will produce a completely blank report or a report that is missing tables!

One possible solution could be to make a copy of your report and change all "This Year" date ranges to be "Last Year". This will produce the same comprehensive report when running it on the 1st of the year.  The problem with this solution is that the date range "Last Year" will not show any data from this year, so it is most useful in January but then becomes less useful from February and beyond. 

The recommended solution to report on monthly trends for a period of time prior to the run-date is to use the date range "last X months" (for example, last 13 months). This will always report on the same number of months prior to the date of the report so you will always see the same meaningful data for any run date.

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request


Please sign in to leave a comment.