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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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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Appreciate the feedback, Andreas. Good to hear the different sections that would be handy to you from the homepage.

    This isn't somethign we have plans for right now, but will start to gather interest in from the community here.

    I'll share if there are any updates.

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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  ·