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1 reply

Level 10
April 27, 2021

Hi thehalls19 When you refer to profit insights, what report are you referring to, the profit and loss report? As long as the data is entered into the account you'll be able to customise the date range or select all dates to see the relevant data. You'll not be able to do this with the trial balance report as this runs for the financial year by using the month entered in the settings.