Report for Sales by Class/Subsidiary/Department using Alternate Date Range

Steps to create a custom Sales Report that will sort by Class/Subsidiary/Department or other fields that are not available in the Standard Reports and the ability to add Alternate Date Ranges to do a comparative report:

1. Navigate to Reports> New Report
2. Select Sales
3. Rename report in Report Title
4. Select the format of the report= Summary
5. Component = Class/Subsidiary/Department -What you want to sort by
6. Field = Name (Grouped)
7. Click More Customization
8. In the Edit Columns Section> Add fields> Sales folder> Add Transaction Total (Revenue)
-This will provide two Revenue columns which can be compared using Alternate Date Range. For an example will use Year to date.
9. In the first Total Revenue column change the Alternate Date Range Type to: Relative to today's date
    Alternate Date Range: Last Fiscal Year to Date
10. In the second Total Revenue column change the Alternate Date Range Type to: Relative to today's date
    Alternate Date Range: This Fiscal Year to Date
11. Click Add a formula field:
 Formula Type: difference x-y, x=Last Fiscal Year to Date, y= This Fiscal Year to Date
12. Save