How do I add period functions in Designer 5?

Compared to Designer version 4.x the logic on how to add period functions has changed. In order to add for example YTD (year to date) function on a column you need to follow the steps below:

  • Drag period into the report.
  • Add expaning on the column.
  • In Layout Editor (on the column), use the lookup function on the filter.
  • You now have a tab called Functions. Choose the function you want to add (in this example YTD).
  • Select Period from the based on dropdown list.
  • Click ok.