Allow Last Year-To-Date

Name of Feature/Request: Allow Last Year-To-Date

What financial, time savings, or quality of life improvements will occur from this: Allow last year-to-date filter to bring in data from last year to this year’s date | Frequency: Everytime you use the last year to date filter | The Report Builder (beta) is not pulling in all expected results for the Timesheet dataset when filtering by Last Year-To-Date. The results will show last year’s data but not this year’s data like it did on the old report builder.

Attempted Solutions So Far: Add last year-to-date and this year-to-date to bring in both years data

Digging deep - Any additional Why behind this request / How was this accomplished before Striven in what system or software: Original Description: Added by System as Task Type was changed

Internal (Striven Team)
Resolution Notes (For Customers): The new report builder is working correct as per design. Last year to date means Last year to date (This years date). For example, Last Year to date would be 1/1/2023 - 10/2/2023
Detailed logic of how date periods work can be found in the document below:https://docs.google.com/document/d/16w3wQtedLtZoIUb6TE7JXFFKR_LtAPImR_EeA8VOYfA/edit
So, to achive the goal stated in the task description, we can recommend users to add two OR filters.Last Year ORThis Yeat to dateLet me know if you would like to discuss it further. | Previously accomplished: On the old report builder you only needed the last year to date filter to bring in data from “last year” and “this year”

StrivenID: 4842665