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I partially figured it out…..Under “Home” > “Set Preferences” you need to set “Analytics” > ‘Report By Period” to “Financials Only”.
Then in your financial report, add the column using Financial > Amount, then under the options for that column set “Alternate Period Range Type” to “Relative to today’s date” and then under “Alternate Range Period” set it to “Last Fiscal Year to Period”.
BUT it only gives you from the start of the fiscal year up to last last month end – any other reporting period will show the incorrect result for the column.
It would still be good to have a permanent solution that does not involve manually setting the periods.
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Found it. If you edit the unit of measure then you get the differing options.
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