Profit and Loss - Show YTD Option on report as column without using report editor
Show YTD
Show Total
available for selection when running report
Can add them when customising the report, but if you do so, then you will not be able to change the number of comparison periods in the report when you run it each time. Think of a monthly profit and loss report where as each month passes, you would like to show an additional month in the report.
Trying to create a report pack for a client where there will be multiple versions of the profit and loss report each month based on the tracking categories.
AdminXero Team
(Admin, Xero)
shared this idea
Hello everyone, hope all is well with you!
We want to let you know that the Year to Date (YTD) option is now available within the Profit & Loss (P&L) report. You can find this feature by clicking the More button, then you can tick the ‘Year To Date’ check box.
If you want to know more about what you can expect in the Reporting feature space in the future, have a look at our blog here.
I’ll mark this request as ‘Done’, so the votes will be returned to you. Thank you for your great feedback that you’ve given here 😃. (Oct 21)
