Tricia1988's avatar
Tricia1988
Cover User
11 years ago
Status:
Done

Reports: Ability to produce reports for more than current, next and last financial years (historical information)

It is very frustrating that reporting is not available more than the 12 months prior to the current financial year. Now that we have been in the business for nearly 5 years we would like to look at and analyse how we have performed.

It seems without accessing and restoring prior years data this is not achieveable. What a HUGE let down. This should be a simple process, that is not time consuming. I have not worked with accounting packages before that dont provide this.

I believe this is something that should be looked at as a matter of urgency.

 

"Historical Reporting"

Balance Sheet
Profit & Loss Statement

General Ledger 

36 Comments

  • Hi,

     

    Is it possible to print a Profit & Loss report for a Job that has entries over two financial years? Eg a Life to date report.

     

    Currently I print a job transaction report as that doesn't restrict entries to financial years.

     

    Thanks

    Michelle

  • It would be nice to be able to report more than two years on the P&L.  Theres many years data available in MYOB but no way to collate it in P&L form to see trends without sending to excel and mucking about with it in there.  I have many clients who would like to see 3-5 years worth of data reporting, and would use this function often.

  • JB336's avatar
    JB336
    Contributing User

    I would like the ability to produce a report that is not fixed to one financial year e.g. Jan to Dec which is in line with our business' performance. Is this possible?

  • Status changed:
    Open
    to
    Done

    Hi Everyone

    From AccountRight 2020.4, users can produce reports for the current, next and past financial years.

     

    The AccountRight browser also allows the user to select dates that fall in different financial years for reporting.