Profit and Loss Report

Hi RaidersCC​ 
Release 4 brought more options than what was available previously, but not fully custom dates.

You are not the only one wanting full freedom though, and this idea has been posted here on our forum.

Our product team is SUPER keen to hear everyone's feedback and we'd love to know how and why custom date ranges can help your business.

So hop on over to the idea post, pop your vote on there, and share any insights you have!

Just wondering if ‘release 4’ had occurred to resolve this issue? I do not currently have a custom date range option to generate reports. 

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.

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 

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 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. 

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 🙏 

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! 🚀