Forum Discussion

simonew's avatar
simonew
Member
11 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   
  • Hilary-Solo's avatar
    Hilary-Solo
    10 months ago

    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! 💸

HRose's avatar
HRose
Cover User
11 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
11 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. 😊

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