Reports - Option for 'Start of Fiscal Year to End of Last month' date range
Reports - Date Option - Start of Fiscal Year to End of Last month
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Tim Turner
commented
I find it extraordinary that this still isn't implemented. By far the most commonly used date range used by our organisation is 'Year to end of last month'. This particularly applies to most of our custom P&L and BvA reports. So much simpler if we didn't have to tweak the date range every time we run the reports. It would only mean adding one more option to the date range drop down (potentially also 'Quarter to last month', though my guess is that'd be far less commonly used).
PS It looks like this thread hasn't been reviewed by the Xero Community team, or at least there's no response yet. Maybe it needs more votes to come into view, so if you've arrived here, please leave a comment and flag the issue as Important or Critical. I'd be prepared to bet that if 'Year to last month' date range was implemented it would be used more than most of the other existing date range options combined. -
Elizabeth Johnston
commented
Agree and shocking still not implemented.
I would prefer the TB default to be from start of the current year, such time wasting having to keep changing from end of last financial year.
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Marina Monz
commented
This is so important, and actually shocking that this function does not exist yet. There is a huge potential for error for everyone who needs to set reports manually to such a standard date range.
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Charlotte Glendinning
commented
So agree. I prepare YTD to the beginning of the previous month and there is no option for this, it wastes so much time every month.
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Richard Collett
commented
Every month I have to change the date range in all the a management reports, we need an option to run year to the reporting month
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Wade McDonald
commented
With a built in date range for Current Fiscal Year to Last Month, it will allow for some YTD reports to be saved without having to show info from the current month or manually change the dates each month the reports are run. This would save time when publishing financials for groups of clients each month.
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John Wills
commented
Absolutely agreed
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Alasdair Graham
commented
Please can you add the report date option to run P and L and other reports as "YTD to Last Month" - this would be so useful especially on a management pack. Other products like Netsuite do this and it is such a timesaver!
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Gerrard Beenstock
commented
I use the Profit and Loss reports to do monthly management accounts.
This will be a few day after month end.
Currently I need to select year to date and manually change end date of report.
Or reselect start date as if saved as a custom date it assumes I want to report on same length of period each month.