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PSA L&P - Reports: How to get a Statement of Activities for the calendar year when you have a different fiscal year

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Lori Delp
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How to get a Statement of Activities for the calendar year when you have a different fiscal year

  1. Use the Statement of Activities - With Date Range report. 
    L_P_Reports_Statement_of_Act_with_date_range.png
  2. Choose the custom date range and enter the beginning and ending dates. Then continue configuring the report based on the information you need. 
    soa_with_date_range_screen_plus_report.png

 

 

 

 

 

 

 

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