Hey there, @phylwith.

I'd definitely understand the importance of having the ability to customize reports by "This Year to Last Month" reporting period in the program. To help me check in our end, can you share with me what specific are you trying to filter in QuickBooks Online? This way, we can review it and provide you with the right response to address the issue.

Any additional info would be much appreciated. Please add them to the thread and I'll get back to you. Have a good one.