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Adding Month-to-Date (MTD) and Year-To-Date (YTD) Totals to Financial Reports

Selection Filters and Date Ranges Basics:

On this first filter selection screen, if MTD and YTD totals are to be included on the report, check the indicated box. Also, if a YTD starting in a month other than January is desired, make the change from the pull down menu of the twelve months provided.

Sample Practice Analyis with MTD & YTD Totals

View larger Practice Analysis Report