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  1. Homepage | Profit & Loss - Common date selections (like report)

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    13 comments  ·  New Homepage » Homepage  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, thank you for continuing to add your interest for this idea, and sharing what dat formats would be most useful to you. We've been listening closely to feedback we've received and right now this is one of the improvements our product team are working on. 🙂

    We'll be adding a few more date options to the profit & loss widget including; this Month, this Quarter, and this Financial Year. I'll round back to confirm once these are live.

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    Josh Wang commented  · 

    Generate Reports with Trailing Time Periods

    I want to have a report that tracks how my business is doing on a trailing X-day time period. Standard windows I view are 7 days, 30 days, and 90 days.

    I would love it if I could create a custom P&L report that looks at the financial health of my business over the last 30 days whenever I open it up.

    The current work around is to manually specify dates by calculating what was 30 days or 90 days into the past which works, but is annoying.

    I am expecting this to be fairly standard in accounting suites as my other businesses in Quickbooks online have this by default.

    Josh Wang supported this idea  ·