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CasieMasters's avatar
CasieMasters
Qrew Cadet
7 years ago

Creating a daily sales report that also has a column for YTD cumulative values

I have monthly report that summarizes GM $$ amounts by day.  I need to add a column that has the YTD GM total next to it and have it be the YTD for just that day.  So for instance if viewing April's r...
CasieMasters's avatar
CasieMasters
Qrew Cadet
7 years ago
I must not have done something right when I created the lookup field.  I'm not pulling in any figures.  I do have figures in my "Today's GM" though.  (I substituted Sales for GM), which are correct.  

In the "GM YTD to Yesterday" field properties, my Reference field is Dates: Yesterday and the value field is Dates: YTD GM.  Is that correct?