Custom Reports - Hold date range of Date columns in the Layout editor
When saving a custom report for a certain timeframe, when you want to use it to do the next month (for example you are doing a monthly & year to date Profit & Loss account. Your last one saved was February & now you want to do March), you put in the date of March. Xero then changes the last month you had in there last time to the month you just put in, and then changes every month you already had there to one month less & removes the first month you started with. For example, I had a year to 31st March, so I start with April 2022 & put in each month until Feb 23. I then use this report for March 23, so Xero changes the row that originally had Feb in to March. It then changes all the dates for all the columns you already had to 1 month prior- so where it started at April 22, it now starts with May 22. If you renamed the columns you do not know this change has happened unless you edit the report & click on each column. This has caused me so much extra work & errors. What should happen in my opinion, is you change the date range to be March, nothing changes on the saved custom report unless you add in another column. Otherwise what is the point in saving the custom report if Xero is then going to change the date in each column?