SBAA - activity account report - prior years
The month range for the activity account report should go back more than one year. The account ledger report and receipt/disbursement summary report both allow you to select previous years, but the activity account report does not. I'm frequently asked to run multiple years to compare the activity from year to year.
Susan Dell
shared this idea
With the 05.21.10.00.02 – October Addendum 2 -available on 10/14/2021, the SBAA Account Activity report now includes capability to report on multiple years.
Thank you!
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Lori Diedrich
commented
This is a needed feature in SBAA. History beyond a year is often needed or requested. The data is still there but there is no way to compare year-to-year expenses or activity on accounts individually or as a whole.
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Kelly Luzzo
commented
The goal of this enhancement would be to be able to pull multiple years of activity in this report. Right now you can only go back to the beginning of the most recent fiscal year. This causes inefficiencies in reporting. This option is available for other reports in SBAA when the select months option is selected. You're able to go back as many months as possible (even to previous fiscal years).