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Report filter for Profit and Loss Reports

P-M

Can I please request that the report filter for all the Profit & Loss reports allow you to put a date range in for the report. Only one of the reports allow you to do this which is the Profit & Loss Statement report. All the others you just nominate the month. My company does not run on a calendar month for reporting and therefore I cannot run Actual vs Budget Reports.

Thank you

P-M

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Accepted answers

Tracey_H

Hi @P-M

Sorry to see that no one has replied to you yet. Accessing AccountRight in a browser will allow you to filter the P&L by a date range and run Actual vs Budget by clicking on Report options.

Please don't hesitate to post again if you need help in the future.

If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.

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P-M

Thanks Tracey_H, this is really helpful. One thing though, I can't seem to select a budget in the Report Options. I'm able to tick the box for it to be included but there is no budget to select from the drop down.

Report Options.JPG

Tracey_H

Hi @P-M

Sorry to see that no one has replied to you yet. Accessing AccountRight in a browser will allow you to filter the P&L by a date range and run Actual vs Budget by clicking on Report options.

Please don't hesitate to post again if you need help in the future.

If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.