When i run the statement of activity comparison report it no longer shows the prior years data

chic316860 · ‎August 21, 2023

i normally run the statement of activity comparison which shows the current month versus the same month last year. now it only shows the current month. it doesn't even have a column for the prior years comparison data

FateCandylaneT · ‎August 21, 2023

We appreciate you taking the time and effort when posting a detailed response, chic316860. Let me help you run specific data on your statement of activity comparison report.

As I've replicated your concern here on my end, running a Profit and Loss Comparison report requires specific customizations to ensure data are showing accurately on the report.

Since the initial default This year-to-date period was modified to This Year, yes, it would only show its reporting data for this current year. Then, you've changed it back to the default report period This year-to-date data, you'll have to ensure you've selected the Compare another period dropdown to allow reporting data comparison on your report. I can help you how to enable these customizations. You'll want to refer to the screenshots below for additional guidance.

On your Statement of Activity Comparison report, modify the specific report period.
Then, select a period under the Compare another period dropdown.

Moreover, you'll want to memorize the data added to your reports to save current modifications made from them. It also includes insights on how to set schedules and email information for a memorized report.

We'll always be available in this forum if you have additional questions about running financial reports, chic316860. Feel free to let us know in the comments below so we can further back you up. Keep safe and have a good one!

View solution in original post

Tori B · ‎August 21, 2023

Thanks for taking the time to reach out to the QuickBooks Community for support, @chic316860.

It sounds like you might have some issues with your browser's cache. Web browsers collect cache to save time when loading repetitive data and images. Over time these files can become outdated and corrupted, causing issues like the one with your statement of activity report not showing all the data. I've included the links to all supported browsers that contain the steps to clear the cache below.

After clearing the cache, make sure to restart your browser so the changes can take effect. Once restarted, please check out your report again.

Let me know if you have any questions or concerns. I'll be sure to keep an eye out if you continue to have any issues with the report. Take care!

chic316860 · ‎August 21, 2023

i cleared the browser cache and no change. here is the interesting part. from the reports menu if i select statement of activity comparison report it uses the 'this year to date' range as the initial default report period and produces the report just fine with two data columns, this ytd and prior ytd. now if i go up and change the date selection to anything else, such as this year, and run the report it only has one dat column on the report which is this year's data. there is no prior year column. ok so now i go back and change the date period to 'this year to date' , which was the same date period as the initial default, it only produces a report with one column of this year's data. there is no prior year data column. any report i run after the initial report only shows a single column of this year's data. it does not show the second column of the prior years data.

FateCandylaneT · ‎August 21, 2023

We appreciate you taking the time and effort when posting a detailed response, chic316860. Let me help you run specific data on your statement of activity comparison report.

As I've replicated your concern here on my end, running a Profit and Loss Comparison report requires specific customizations to ensure data are showing accurately on the report.

Since the initial default This year-to-date period was modified to This Year, yes, it would only show its reporting data for this current year. Then, you've changed it back to the default report period This year-to-date data, you'll have to ensure you've selected the Compare another period dropdown to allow reporting data comparison on your report. I can help you how to enable these customizations. You'll want to refer to the screenshots below for additional guidance.

On your Statement of Activity Comparison report, modify the specific report period.
Then, select a period under the Compare another period dropdown.

Moreover, you'll want to memorize the data added to your reports to save current modifications made from them. It also includes insights on how to set schedules and email information for a memorized report.

We'll always be available in this forum if you have additional questions about running financial reports, chic316860. Feel free to let us know in the comments below so we can further back you up. Keep safe and have a good one!

chic316860 · ‎August 21, 2023

thank you very much for the explanation. i have played a bit with the columns in the customization tab on the report and it looks like i'll be able it to display as i want it.

again, thank you very much.

Mich_S · ‎August 21, 2023

You're most welcome, @chic316860.

I'm glad that my colleague FateCandylaneT is able to help you out in running specific data on your statement of activity comparison report.

Feel free to always post if you need more help about this matter. We got your back always. Have a wonderful day!

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When i run the statement of activity comparison report it no longer shows the prior years data