Management report - Ability to change dates of individual reports
Can you please amend the MANAGEMENT REPORT to have the ability to CHANGE DATES for an individual report in the Report Pack.
Does it have to have the same date for every report page in the report pack? Almost every single month I need some accounts for the CURRENT MONTH, and others for the YEAR TO DATE, or for a DIFFERENT PERIOD, but every time i change ONE DATE, , EVERY SINGLE REPORT CHANGES. It';s just AWFUL.
Jenny Draper
shared this idea
Hello community, we’d like to get more understanding about this idea here. Could you let us know which reports and dates that you need in the Management report pack?
If you use the report that has a layout editor, you can customise the report to add a column and different periods - See more here.
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Jenny Draper
commented
Seriously, it is about the ability to ***CHANGE THE DATES ON THE SPECIFIC REPORTS IN THE PACK.
EG. The Blance Sheet might be Dec 22, 1 x P&L for Dec 2022 , BUT WE ALSO WANT TO ADD ANOTHER P&L FOR THE QUARTER, OR INCLUDE AN ACCOUNT TRANSCATIONS REPORT FOR A DIFFERENET DATE RANGE, ***NOT** BE STUCK ON THE "ONE DATE -
Jenny Draper
commented
An example is in a MONTHLY Management report, I need to include the Drawings or Loan Account for the WHOLE YEAR TO DATE, or the monthly report with the QUARTERLY P&L as well as the individual monthly (yes, i know we can do a 3 month comparison one, but some clients want separately); and maybe report the ATO account way back to when debt started accumulating.... sooo many options
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Jenny Draper
commented
Desperately begging you..........................Can we PLEASE have the ability to change the date for INDIVIDUAL REPORTS WITHIN A REPORT PACK.
Currently the Pack date range is LOCKED and every single report MUST be the same, but about 95% of the time within the pack I nee dto include a report that is not foor just the month, but for a Financial Year or Calendar year, or other, PLEASE
And adding a separate page for another month CAN NOT work aS THE WHOLE REPORT IS STUCK IN one period .
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Alison McLean
commented
Good afternoon,
A good example is the depreciation schedule. You might be preparing management reports for a particular month e.g. August 2022 and set up the custom date range of 1 - 31 August 2022. This will run all reports in the management report pack for the month of August by default.
However, you also want to add in the depreciation schedule for the year to date i.e. 1 April to 31 August 2022. However if you change the date range for the depreciation schedule for the year to date, it currently applies that date change to the rest of the report pack.
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Sandra Nel
commented
Wastes time to have to update this every time.