Year to Date

The year to date information refers to the period of time from the beginning of the reporting year to the end of the last complete month.  

A client year can be:

• Calendar refers to the year beginning in January.
• Financial refers to the year beginning in April.

Should the last complete month coincide with the end of year (either calendar or financial) then you will be able to see a full year of information included.

Example:

You are working to a calendar year and you are reviewing this content in mid-April, you will be able to see data for January, February and March as these are the last complete months.