Karen Weber
Gold Member
- 152
Follow along with the video below to see how to install our site as a web app on your home screen.
Note: This feature may not be available in some browsers.
baychef said:Deb, can you explain how to do this? I am in the previous year report and can not see how it can be saved as an Exel file.
Also, I noticed that it has me as being paid as an AD for December in this report and my 1st generation Director did not make Director qualifications in December. Does anyone else have this situation?
A Year to Date (YTD) report is a financial report that shows the cumulative financial performance of a company or individual from the beginning of the current year until the current date. It helps track progress and compare performance against previous years.
A Previous Year report is a financial report that shows the financial performance of a company or individual during the previous year. It provides a comparison of performance between the current year and the previous year, and can help identify trends and areas for improvement.
Year to Date and Previous Year Reports are important because they provide valuable insights into the financial performance of a company or individual. They can help identify strengths and weaknesses, track progress towards financial goals, and make informed decisions for the future.
A Year to Date and Previous Year Report may include information such as revenue, expenses, profits, losses, and any other relevant financial data. It may also include a comparison of key performance indicators and a narrative explaining any significant changes or trends.
Year to Date and Previous Year Reports should be generated on a regular basis, typically monthly or quarterly, to provide an accurate and up-to-date view of financial performance. However, the frequency may vary depending on the needs and goals of the company or individual.