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For small businesses: Accounting features

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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).

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Jolinda Schroeder shared this idea  ·   ·  Report…  ·  Admin →
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  • Ian Moss commented  ·   ·  Report

    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  ·   ·  Report

    Yes please fix as it is just another thing to do every time you run a report!!

  • Craig Watson commented  ·   ·  Report

    This should just be a given, please fix this asap!

  • Ryan Le Couteur commented  ·   ·  Report

    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.

  • Hayley Dilnot commented  ·   ·  Report

    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? :)