The steps depend on whether you use Modern View or Classic View in Access UBS.
Classic View
To generate YTD reports in Classic View:
Go to Monthly and Yearly, 12 Months Yearly Reports.
All the reports are based on 12 months (1 Year).
Modern View
To generate the YTD reports in Modern View:
Go to Reports, Under MTD / YTD Reports, choose 12 Months Yearly Reports.
All the reports are based on 12 months (1 Year).
