Default dates in reports
With the old reports we were able to set the report dates and then save the link. For example for the 2022 year I have the Profit & Loss, Balance Sheet, Trial Balance, Journal report, Accounts receivable etc with the default date 01/07/2021-30/06/2022. I have saved these links into a folder on my browser and then whenever I open up the report to whichever client file I am in in automatically defaults to this date. Is there any way the new reports can default to an annual date so that we don't have to keep refreshing the date every time the report is opened? Only a few additional clicks but when you are doing it constantly throughout the day it gets frustrating.
Ineke Meyer
shared this idea
Hi Ineke, this is possible in the newer versions of reports. Once you have the report set up as you like you can save as Custom.
There are both common date formats such as Last Month, This year etc, or you can set a custom date range.
Once you've saved the custom report, you can also make this more readily available by favoriting it. 🙂
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Leah Hill
commented
When selecting date range for Reports in Accounting, it would be time saving to be able to set a default date and have that date apply as current default to all reports unless changed.
When working on prior month financials it is inconvenient to constantly have to re-enter the required date instead of the default current date every time I refresh a report or swap to a different report.