Reporting - Compare date range in tracking summary
There's currently no option to "Compare with" or use compare periods within the Tracking Summary report. A basic need when a business needs to compare sales from each trading division on a monthly basis, comparing with previous month's trading
Natasha Smith
shared this idea
Thanks for sharing your feedback on this.
We understand the need to compare tracking categories side by side, especially when reviewing sales or expenses across different areas of your business.
The Tracking Summary report isn’t built as a comparison report. It’s designed to show the activity, balances, and movement for selected account types by tracking option.
If you’re looking to compare tracking categories, the best option is to use the Profit and Loss report and the Compare tracking categories feature. This allows you to view tracking options side by side for income and expense accounts.
We appreciate you taking the time to call this out and share how this would help your reporting workflows.
