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Cash Summary Report - Run for selected period

Hi,
When clients run the cash summary report - they often select Period - 1 month, then compare with - previous 11 periods.
This report can be run at any stage throughout the year showing the previous 12 months (showing each month on its own column to track trends etc) on a cash flow basis (P&L reports not relevant if there is equipment lines, drawings, tax payments etc).

Most of my clients run this report regularly as it 100% focuses on the cash, showing cash movements during the period.

My issue with running this report is that it only gives you the 'YTD' option. What I would like the option of running is a 'Selected period - total' report.

So if I am running this report for the 12 months ended January 2018, I want to see a sum of the February 17 to January 18 report period (each month being its own column). Currently all I can see is the YTD option which does July 17 to January 18.

As far as I can see their is no way to edit this report to include that formula.

Thanks

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AdminXero Team (Admin, Xero) shared this idea  ·   ·  Report…  ·  Admin →
delivered  ·  AdminDana A (Admin, Xero) responded  · 

We wanted to let you know that we've released the improved Cash summary report, where you can now select more flexible date range by clicking the 'Date Range' field, then choose the comparison period from 'Compare with' column.
To get the full picture on how this new feature works, check out our video here!

Note that if you need to add a total column into this report, you can use the layout editor then add a formula that you're trying to get.

Lastly, we really appreciate your input here, so we'll mark this request as delivered.

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  • AdminDana A (Admin, Xero) commented  ·   ·  Report

    We wanted to let you know that we've released the improved Cash summary report, where you can now select more flexible date range by clicking the 'Date Range' field, then choose the comparison period from 'Compare with' column.

    Note that if you need to add a total column into this report, you can use the layout editor then add a formula that you're trying to get.

    Lastly, we really appreciate your input here, so we'll mark this request as 'Done' so the votes can returned.