Profit & Loss - customise comparison dates
Customise comparison dates
When running a P&L or any other report with comparison data, it would be handy to be able to customise the date range of the comparison data. Some reports have an option of custom date range, but it's greyed out.
Daniel Pienaar
shared this idea
We understand that customising comparison dates in the Profit & Loss report would give you more control over how you view and analyse business performance, especially when you're working with non-standard reporting periods.
Currently in Xero, if you run the P&L for a custom date range (e.g. 1 Jan 2025 to 27 Jan 2025), you can compare that period with the previous:
- Year – shows 1 Jan 2024 to 27 Jan 2024
- Quarter – shows 1 Oct 2024 to 27 Oct 2024
- Custom – automatically sets the comparison period to the same length (in this case, 27 days) immediately before your selected range, so it would show 5 Dec 2024 to 31 Dec 2024
This idea’s now in Gaining Support. If this would be helpful for your workflow, feel free to add a vote or comment to share how you’d use it. Your input helps the team better understand what matters most.
We’ll update this thread if anything changes.
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Harriet Mitchell
commented
To include an option the standard P&L to compare the same period last year. ie So when you run for part period such as 01/01/2025 - 31/08/2025 you can compare with the 01/01/2024 - 31/08/2024. Can currently do as a custom report but not part of standard