Thank you for replying so quickly but your reporting suggestion isn't turning out like I would hope. I'm truly looking for comparative data similar to P&L but with the current year budget incorporated. I have attached a screenshot for reference. Basically, I'm having to pull the performance report and after exporting into worksheet, I add in the highlighted fields and enter or copy/paste data from pulling that date range for previous year. I truly want to be able to pull this on the fly whenever needed instead of having to say give me a little bit of time. Thank you again and I welcome any additional suggestions/expertise.