Homepage | Profit & Loss - Common date selections (like report)
Why don't I have the same Time period options in the 'Net Profit and Loss' widget as I do on the actual report page?
I want to be able to see CURRENT month, quarter, etc on my home page and not just previous.
Inconvenient to have to click on the report and then change the time period manually every time I want to see how the month is tracking instead of just having the option directly on the homepage.
Andreas Krasny
shared this idea
Appreciate the feedback, Andreas. Good to hear the different sections that would be handy to you from the homepage.
This isn't somethign we have plans for right now, but will start to gather interest in from the community here.
I'll share if there are any updates.
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iWeigh Accounts
commented
I agree. Having a dashboard i see every day, it doesn't make sense to continually see last *** (month, qtr etc) as its not changing. I only need to see those figures once.
seeing this qtr and month would make much more sense on a dashboard as they are changing on a daily basis -
Anthony Mills
commented
Agree. Just match the selections offered in the app for a start. Current financial year (not year to date) as a start.
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Mark Potts
commented
I agree, it seems daft not to offer the same time periods in the P&L widget as you do in the full report.
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Tamara Anderson
commented
I agree, would like the option to select what period the P&L widget shows ie/ moth to date or current month vs last month rather than the only option being year to date