Reporting | Add multiple FY'S as common date selections
Report dates
On financial reports. Instead of last financial year of this financial year wouldn’t it be better to have the years as the selection ie 2024/25 2023/24 2022/23. it will be much quicker to select the year especially is going back further than the current year.
Kerri Welsh
shared this idea
Thanks for sharing here, Kerri. Understand why you'd find this helpful and we'll start to get a sense from others that'd like to see this here, too.
I know it's a little different to what you're directly asking here, but perhaps comparison columns and saving as custom could help where you can run the report for multiple date ranges at once and view the comparison across each?
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alox uilen
commented
Would indeed be more efficient to allow multiple financial years as selectable options on reports, such as 2024/25, 2023/24, and 2022/23, rather than limiting users to "last financial year" or "this financial year." This approach simplifies navigation, speeds up report generation, and makes it easier to access historical data, especially when reviewing several years at once. Implementing a clear year-based selection, similar to how user-friendly tools like https://theremini.org/ streamline choices for their users, can greatly enhance the reporting experience.
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Titirangi Baptist Church
commented
It would be great to have a built-in date range for "Tax Year ended YYYY" when creating reports.
We are a not-for-profit with a 31 December financial year end, but we have to issue donation receipts based on the 31 March Tax year end.
It would need the option to set a tax year date when you set up the organisation. Part of this must exist as it would be necessary for the Payroll module.