Forum Discussion

simonew's avatar
2 months ago
Solved

Profit and Loss Report

Newbie here 👋 Can someone please explain why I can’t pull a P&L report for a custom date? The only options are Today, Last Month, or Last Financial Year. Thanks 

 

  • Hey michaelmark, HRose and simonew,

    Good news: in Release 4, you’ll be able to run reports for this week, this month, this quarter—you choose. You're in control now. 🙌

    We can't give you the exact drop date (just in case final testing throws us a curveball), but let’s just say… we’re talking days, not weeks 👀

    Hang tight—your reporting  dreams are about to come true! 💸

7 Replies

  • Hey there simonew,

    At the moment you're correct there only Today, Last Month, and Last Financial Year but we’ve heard from a few of our Solmates that this would be a game-changer! Our devs are already working their magic to bring custom date ranges to life stay tuned, this option isn't too far awat! 🚀

  • simonew's avatar
    simonew
    2 months ago

    Hi Maggie,

     

    Thanks for the update! It would definitely be a game-changer. And not just for the P&L reports - having custom date pickers for all the reports would be a God-send 🙏 

  • HRose's avatar
    HRose
    Cover User
    2 months ago

    Yes the app is pretty useless with only these options for reports. I’ll dump it soon if this is not fixed. At minimum a few more options like this week this month this quarter. And last quarter etc. 

  • Hilary-Solo's avatar
    Hilary-Solo
    Trusted User
    2 months ago

    Hey HRose,

    I hear you! We totally get how important it is to have more flexible reporting options. The good news? Our dev team is already on it! Custom date ranges (plus more options like this week, this month, and this quarter) are on our radar. 🚀

    We’d love to keep you around, so stay tuned—updates are coming! In the meantime, let us know if there’s anything else that would make reports work better for you. 😊

  • Yes ,I have been pulling my hair out trying to get the last quarter, does not show and will not let you add or edit date range.Very frustrating spend last 2 hours trying to figure this out.I need a report for the 10th of this month.

    At least they have now discovered the issue, and fixing it, any idea when it will be working as definitely need P&L report for 10th March 

  • michaelmark's avatar
    michaelmark
    19 days ago

    Yes it would be good to have it. In the mean time you can go to the home page and see cash flow, which will give you money in and money out and show profit or loss for last 3 months.I could get cash flow for last 3 months.If this may help.

  • Hey michaelmark, HRose and simonew,

    Good news: in Release 4, you’ll be able to run reports for this week, this month, this quarter—you choose. You're in control now. 🙌

    We can't give you the exact drop date (just in case final testing throws us a curveball), but let’s just say… we’re talking days, not weeks 👀

    Hang tight—your reporting  dreams are about to come true! 💸