Settings and activity
2 results found
-
20 votes
Hi everyone, we appreciate interest in a setting within the Account transactions report that would allow you to move forward a period or back a period from what's currently set.
In openness, this isn't something we have any plans for developing in the near term but we will continue to track the community interest of here.
While not exactly what's being asked in this idea I did want to highlight the Common date selections that are available within the report atm with the ability to easily select 'This month' or 'Last month'.
If there is any news of improvements for dates that'd accommodate what you're after here, we'll update you all.
An error occurred while saving the comment 
Ella Hardy
shared this idea
·
-
34 votesElla Hardy
supported this idea
·
Hi Kelly,
I am aware you can set the date range for last month or this month eg. if it is currently September 22 'last month' would set the date range to August and 'this month' would set the date range to September.
However what I mean is that if you have a month range selected eg. it is September 22 but I have set my date range to 01.03.2022-31.03.2022 a 'next month' button would automatically change this to 01.04.2022-30.04.2022 and a 'previous month' button would change this to 01.02.2022-28.02.2022.
The difference being that this option would be dynamic and would not be restricted to previous month from todays date. This would be really helpful for month by month account transactions analysis on the account transactions feature for example.