Forum Discussion

simoncasey's avatar
simoncasey
Contributing User
2 months ago
Solved

Getting transactions / ledger / P&L data

How do I get data out of Solo to generate reports, calculate profit to day etc? Is there another way apart from running report?

It appears that the two GST reports have good date ranges, but the P&L can only be generate for Today, Last month and Last year. Why can’t I run a P&L for the current month, current quarter and current year to date? (And why would I want to run a P&L for today?)

Similar for the Transactions/Ledger report. Why can’t I run it for current year / year to date?

 

Is there another way to access transaction data so I can generate my own reports in excel (ie go back to what I’ve been doing for the last 10 years and Solo is supposed to be helping me avoid). 

  • Hi Simon!

    You make an excellent point, so excellent in fact that our developers are already working on making this possible 🙌
    I don't have a firm timeline yet, but we will be seeing custom date ranges available for the reports very soon, so watch this space!

    We love getting feedback like this from our users, so don't be a stranger and keep it coming!

9 Replies

  • I’m not sure why this case has been marked as “solved”.

    it was 26 days ago and we still cannot export our own data out of the system we paid for.

    It ultimately defeats the purpose of the software.

    Enhancing the mobile app to accommodate new date range filters is not complex and it’s really unacceptable to continue to kick this can down the road when it’s so important to the end user.

     

  • simoncasey's avatar
    simoncasey
    Contributing User
    24 days ago

    It's quarterly BAS time, so it's imperative that we can run the GST-related reports for Last Quarter.

  • Hi Simon!

    You make an excellent point, so excellent in fact that our developers are already working on making this possible 🙌
    I don't have a firm timeline yet, but we will be seeing custom date ranges available for the reports very soon, so watch this space!

    We love getting feedback like this from our users, so don't be a stranger and keep it coming!

  • Hilary-Solo's avatar
    Hilary-Solo
    Trusted User
    24 days ago

    Hey Me_2025 and Sogoodservices,

    First up, thank you for your patience—I can absolutely understand your frustration, and you’re completely right to want better control over your own data. We hear you loud and clear.

    The good news is that custom date ranges are coming in Release 4, and they’re coming very soon. You’ll be able to run reports for this week, this month, this quarter—you choose. You’ll finally have the flexibility you’ve been waiting for 🙌

    I can’t give you the exact date (just in case final testing throws a spanner in the works), but we’re genuinely only days away now, not weeks 👀

    And so you don’t miss a beat—I’ll personally tag you on the Community Forum the minute the release goes live so you’re one of the first to know.

    Thanks again for sticking with us—we’re building Solo with feedback like yours front and centre 💪

  • CarinaM's avatar
    CarinaM
    24 days ago

    I hear you ! This is the main reason why I am paying for this app and so disappointed that i cant just print this report to do my BAS

  • simoncasey's avatar
    simoncasey
    Contributing User
    24 days ago

    I agree. It feels like we are paying $12 for the right to Beta test their product that isn't even able to do some of the basics.

  • Hey CarinaM and simoncasey,

    We really appreciate you both taking the time to share your feedback—and we hear you, loud and clear. 🙌

    It’s feedback exactly like this that helps us build Solo into something truly useful, and we want you to know that your voices make a real impact. In fact, we’ve got a new release landing in just a few days that includes several highly requested features—directly driven by customer suggestions like yours.

    If you haven’t already, we’d love for you to post your ideas or vote on existing ones over on our
    Share Your Ideas | MYOB Community page. That’s where we gather suggestions, track what matters most to our customers, and raise them directly with our developers.

    At the end of the day, Solo is being built by you and for you, and every bit of feedback helps us get better. Please keep it coming—we’re in this together 💪

  • Hey legends, circling back with some hot-off-the-press news — new report date options are live in Solo. 🎉

    You can now run P&L and Transaction reports for:

    • This financial year
    • This financial quarter
    • Last financial year
    • Last financial quarter
    • This month
    • Last month

    We know this has been a biggie (especially around BAS time), and while full custom ranges and data export aren't in the mix just yet, this update should take a load off.

    Big shoutout to everyone who kept this one front and centre — your feedback is what gets things moving around here. Keep it coming, and we’ll keep building. 💪