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'Profit & Loss | Common date range formats - Add date range 7, 30, 90 days' has been merged into this idea

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Homepage | Profit & Loss - Common date selections (like report)

Why don't I have the same Time period options in the 'Net Profit and Loss' widget as I do on the actual report page?
I want to be able to see CURRENT month, quarter, etc on my home page and not just previous.
Inconvenient to have to click on the report and then change the time period manually every time I want to see how the month is tracking instead of just having the option directly on the homepage.

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Andreas Krasny shared this idea  ·   ·  Report…  ·  Admin →
Completed  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Good news team! This change has now been released.

I've included a screenshot showing the full selection but you'll now find more common date selections available from the Net profit or loss widget like current month, quarter and financial year as asked here 😊

Thanks again for engaging with us about this here in Product ideas.

Show previous admin responses (3)
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  • Della Hudson commented  ·   ·  Report

    Include a MTD option for the P&L display please.
    Last month has gone and YTD is too long a period to focus on.

  • Ken McKeon commented  ·   ·  Report

    CURRENT MONTH required. Why would you remove that. On the old dash and mobile it is one click.

    Now you have to click through and adjust the report.

    Surely most customers want CURRENT MONTH.

    What were dev's thinking?

  • Joshua Keating commented  ·   ·  Report

    Having a rolling last-30/60/90 day P&L option.

    This is present on Quickbooks and is frankly surprising that Xero doesn't have it.

    I want to be able to check the dashboard mid month and see how the last 30 days have been. This isn't possible without manually inputting the dates.

  • Andreas Krasny commented  ·   ·  Report

    Please just let us see the CURRENT month, quarter etc on the widget already... just like it very conveniently already does in the mobile app!
    Why on earth would I want to be constantly seeing old information at a glance instead of current day to day numbers?!?

  • iWeigh Accounts commented  ·   ·  Report

    I agree. Having a dashboard i see every day, it doesn't make sense to continually see last *** (month, qtr etc) as its not changing. I only need to see those figures once.
    seeing this qtr and month would make much more sense on a dashboard as they are changing on a daily basis

  • Nikolas Zwaneveld commented  ·   ·  Report

    is it possible to give more options on the P&L widgit. The mobile app allows you to put "this month", "callendar year", last year etc. The current one seems restricted to last month, last year and current year.

    A current month would be very useful to see how the month is tracking

  • Anthony Mills commented  ·   ·  Report

    Agree. Just match the selections offered in the app for a start. Current financial year (not year to date) as a start.

  • Mathew Hanslow commented  ·   ·  Report

    Can you restore the "Month to Date" or "Current Month" for the Profit / Loss widget. It is available on the mobile app and was on the old layout. Currently we only have the "previous month" as an option for month.

    Having the month available helps keep sales team up to date with targets without having to go through the extra steps of generating the report via the menu.

  • Mark Potts commented  ·   ·  Report

    I agree, it seems daft not to offer the same time periods in the P&L widget as you do in the full report.

  • Tamara Anderson commented  ·   ·  Report

    I agree, would like the option to select what period the P&L widget shows ie/ moth to date or current month vs last month rather than the only option being year to date

  • Michael Klerides commented  ·   ·  Report

    On my Home Screen dashboard, I'd like to see current month profit loss instead of last month. Please add this feature as it captures more live reporting daily

    Regards, Michael

  • Martin Crocker commented  ·   ·  Report

    Also two-monthly and six-monthly to align with NZ GST periods (or even "this GST period / last GST period" which could pull straight from the GST setup. I think these would be far more useful to many NZ users than the "this quarter / last quarter" options.

  • Josh Wang commented  ·   ·  Report

    Generate Reports with Trailing Time Periods

    I want to have a report that tracks how my business is doing on a trailing X-day time period. Standard windows I view are 7 days, 30 days, and 90 days.

    I would love it if I could create a custom P&L report that looks at the financial health of my business over the last 30 days whenever I open it up.

    The current work around is to manually specify dates by calculating what was 30 days or 90 days into the past which works, but is annoying.

    I am expecting this to be fairly standard in accounting suites as my other businesses in Quickbooks online have this by default.