Defined Reporting periods

Sean's Avatar


04 Jan, 2024 04:41 AM

Hi there,

I'm wondering if it is possible to change how some of the reports operate, for example Income and Expenses (not the detail version).

I'm using "Group by Month" dropdown.

Currently if you supply dates start/end 14/07/2023 13/01/2024 you get columns

14/07/23 to 31/07/23, Aug/23, Sept/23 ... 01/01/24 to 13/01/24

What I'm looking for is something that says:

14/07/23 to 13/08/23, 14/08/23 to 13/09/23, 14/09/23 to 13/10/23, ... 14/12/23 to 13/01/24,

 Is it possible to add a "Group by Month (based on Start Date)" so for example

start date = 14 end = 13
start date = 07 end = 06

This works well for my salary date - not everyone gets paid at the end of the month for example.

Many thanks for your consideration,

Best regards

  1. System closed this discussion on 04 Apr, 2024 04:50 AM.

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