Reporting - Add "Same period last year" date range shortcut
Profit and loss report from "from this time last year" as opposed to the current "from last year". I think it would be really handy to see how the business is going compared to the same time last year.
the app has display dates of:
-this month
-this quarter
-this financial year
-last month
-last quater
-Last financial year
-month to date
-quater to quater
-year to date
If you guys could add
-From same time last year
Mark Baron
shared this idea
Hi Mark, thanks for sharing your feedback on adding a “Same period last year” shortcut! We completely understand—when analysing business performance, quickly seeing how you’re tracking compared to the same time last year is key for spotting trends and seasonal changes.
You can already do this using the “Compare with” feature in the new Profit and Loss report. Select Previous Year, and Xero will show the corresponding data from the same period one year earlier. This works for standard periods like This Month or custom date ranges, and you can save it as a custom report for one-click access next time. We hope this will help you to analyse your reports!
