Reporting - Ability to set a Default Date for reports
When using the old reports, when you opened them up they would show the current month. Now they show 12/31/22 which is useless now that we are into March. They should either default to prior month (which is what QBO does) or current month (which is what Xero used to do).
Jolinda Schroeder
shared this idea
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Griffiths Advisory Admin
commented
As an accountant who used MYOB before, I found it quite convenient and smart by automatically set the report period the same as the last report that I generated so I don't need to type 01/07/20xx to 30/06/20xx every time when I am working on end of year accounts.
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Ian Moss
commented
Ideally we could have a pre set "rolling 12mths" ie the 12mths prior to today.
Or maybe another option for prior12 whole months -
Susan Kings
commented
Yes please fix as it is just another thing to do every time you run a report!!
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Craig Watson
commented
This should just be a given, please fix this asap!
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Ryan Le Couteur
commented
This would be super helpful, the new reports feel like a step backwards at the minute, especially now the old ones have been permanently retired.
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Hayley Dilnot
commented
This has been responded to to create a custom report, but this is not feasible with many clients and many reports. Please could you look into this? :)