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!