Xero HQ | Client insights - Ability to change date range
Within insights you should be able to change the date ranges for data so you can see for example revenue for 12 months etc.
Abbie Glew
shared this idea
Thanks for sharing this suggestion. We’re opening it up to view support and learn more about how the community would use custom date ranges in Client Insights. Being able to choose a specific start and end date—or view periods such as a quarter or financial year—could make it easier to review client performance and have more meaningful conversations. It would be helpful to hear which date ranges and metrics you need most, how often you use them, and any workarounds you rely on today. Your feedback will help us understand the impact and inform future consideration. 🙂
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Tania Steenkamp
commented
Product idea: Custom date range selection for Turnover/Profit reports
Currently, the Turnover and Profit reports only allow selection of "This Month" or "Last Month." There's no way to pull this data for a specific past period.
Proposed change: Allow users to select a custom date range (start and end date) to view Turnover, Profit, and related figures across all clients for that period, rather than being limited to the two current fixed options.
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Kathryn Slingsby-Johnson
commented
It would be a helpful feature to be able to customise the date parameters for Insights.