# How do I pull financials for the same period year over year

Currently the reporting feature does not allow you to pull data from January 2019 and January 2018 in the same report. How can this be resolved within one report?

##### Post Metadata
- Posted at: almost 7 years ago
- Author title: Director of Strategy
- Net upvotes: 1


## Comments
### Comment 1

You can run a Comparative Income Statement and then customize the "Comparative Amount" column to include the period range you wish to compare to.  Below are step by step instructions:

1) Reports > Financial > Comparative Income Statement
2) In the filters at the bottom, select the current period you want to compare a prior period to (i.e. January 2019 to September 2019), then click on "Refresh"
3) Click on "Customize" at the bottom
4) Select "Edit Column"
5) Click on the column entitled "Comparable Amount" to select
6) Scroll down and change "Alternate Period Range Type" to "Relative to Today's Date" - doing so simply makes visible in the "Alternate Period Range" below it the "(Custom)" option to enter your period range
7) Change alternate period range to "(Custom)" and select the periods to include - you will need to highlight all the periods you wish to include (i.e. January - September 2019 you would need to select all the periods).  To do this you need to click on the first period (i.e. January 2019)  then hold down the "Ctrl" key and select each of the other periods (i.e. February 2019, March 2019, April 2019 through September 2019).
9) Preview the report and if it is what you wanted 

You can then either simply export it to Excel and save or you can return to customization and Rename the report at the top (i.e. Income Statement YTD 9-30-19 vs 9-30-18)  and  Save if you want to be able to rerun in the future.  I typically Preview the report and export to Excel, because I don't want to have a saved report for every comparison I run.  I just customize this Comparative Income Statement each time I wish to do a comparison and never save.


##### Comment Metadata
- Posted at: almost 7 years ago
- Author title: Chief Financial Officer at M. Brashem, Inc.


#### Reply 1

Hi, this was helpful but the comparison only seems to work for one period...so when I run current year P1-P10 and want to compare to the exact same period last year it is only populating with P1 from last year...not the range.  I want this to be dynamic so whatever current period is selected it compares to the previous year's range of periods as we have multiple users looking at different period ranges.  Please advise.

##### Reply Metadata
- Posted at: over 4 years ago


### Comment 2

Run the report you want, hit 'customize', select edit columns along the top grey bar, expand "Financial" under the Add Fields menu, drag and drop "Amount" into the report preview, then select 'relative to report date' in the 'Alternate Period Range Type'.

You can select the alternate period range to be whatever you'd like 'Same Period Last FY' will give you Jan 19 Jan 18. 

Sounds tedious but it honestly doesn't take that long. Then you can save report so you won't have to customize it again. 

Hope this helps!

##### Comment Metadata
- Posted at: almost 7 years ago
- Author title: Controller at Arizona Auto Parts


#### Reply 1

Hi, this was helpful but the comparison only seems to work for one period...so when I run current year P1-P10 and want to compare to the exact same period last year it is only populating with P1 from last year...not the range.  I want this to be dynamic so whatever current period is selected it compares to the previous year's range of periods.  Please advise.

##### Reply Metadata
- Posted at: over 4 years ago



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