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Reports - Option for All time / All dates to view all transactions

We need to be able to select "All Dates" on a report. ex. I want to see a report for a certain account from the start of my business to the current date. now I need to select beginning date and then todays date and the update.

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Doug Reimer shared this idea  ·   ·  Report…  ·  Admin →
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Gaining Support  ·  AdminGeorgia Clarke (Admin, Xero) responded  · 

Thanks for sharing this great idea for improving efficiency in reports.

For anyone looking to achieve this now, you can view transactions across all time by selecting a custom date range in your reports. By setting the start date to your organisation's first transaction date and the end date to today, you can get a full historical view of your data.

We see the value in your suggestion to add a preset 'All Time' or 'All Dates' option, which would make this process a faster, one-click action.

To align with our new statuses for Xero Product ideas, we've updated the status of this idea here. We encourage everyone who would find this feature useful to keep voting and sharing comments. Learning more about the specific reports you'd use this for and how it would help your business helps our product team understand the potential impact.

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  • Martin Crocker commented  ·   ·  Report

    And please add more date range options for one-click access such as 2-monthly or 6-monthly (to match GST periods).

  • David Anderson commented  ·   ·  Report

    It would be very helpful to have an option to select ALL transactions in an account, rather than a specific dates/ranges. So, when looking at account transactions, in the Date Range drop down options, simply add "All" so we can see EVERYTHING from day 1.

    For example, when looking at a Balance Sheet account, it would be nice to see when the initial transactions were entered which may have been 2, 3 or 4 years previously. At the moment, we need to keep changing dates to try and capture everything - time consuming.

    Thanks

  • Karen Hart commented  ·   ·  Report

    It would be helpful if the date ranges had 'all dates' selection, as i am finding that i need to look at the past couple of years worth of information and as i have now passed into a new current financial year, i have to keep changing the dates every time i want to search a customer/supplier.

  • Natalee Barge commented  ·   ·  Report

    When selecting date range for Reports it would be good to have a "Year Before Last" option for us busy Accountants who are still working on 2022