edit custom filter, want only values from "last year", how to do this?

jcorrnt's Avatar

jcorrnt

20 Jan, 2020 10:55 PM

edit custom filter, want only values from "last year", how to do this?

  1. 1 Posted by -Kevin N. on 20 Jan, 2020 11:02 PM

    -Kevin N.'s Avatar

    Hi jcorrnt,

    Try generating a 'Transactions' report for the account in question with a Date range of 'Last Year'.

    You can 'Memorize' the report for quick access if you need it again at a later date.

    -Kevin N. (not a member of MD support)

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