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August 22, 2019
Question

Is is possible to set a preference for the reporting period? I usually run my reports for "This financial year to date" and it is annoying to have to hunt down a list.

  • August 22, 2019
  • 1 reply
  • 2 views
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1 reply

Level 13
August 22, 2019

Hey Paul, 

 

 

It is not possible to set a default reporting period, however you can save report customisations - just run the report for 'This financial year to date' and click 'Save customisation'.

 

You'll then see this report in your 'Custom reports' section on the Reports tab.

 

 

Thanks!