Reporting - P&L to allow "Compare With" periods by single tracking category
Currently the moment I select a tracking category to isolate, I am not able to compare to previous periods or add date columns to P&L reports. Am I missing something? This is critical for reporting - thanks :)
Heide Baer
shared this idea
Thanks for sharing this feedback.
While Xero doesn’t currently allow Compare tracking categories and Compare with periods to be used together, you can still compare periods for a specific tracking category option by applying it as a filter:
- Go to Reporting and open Profit and Loss.
- Select the required Date range.
- Under Compare with, select the number of previous periods you want to compare.
- Click Filter.
- Select the relevant tracking category and category option, such as a department, location or region.
- Click Apply.
- Click Update to run the report.
The report will then show the selected tracking category option across the periods you chose. This provides a way to review the performance of one tracking category over time, even though Xero can’t currently display multiple tracking options and multiple comparison periods in the same report.
For more information, see Profit and Loss report – Xero Central.😊
