Release 11/06/25 – Finance – New Date Selection Options on the Profit & Loss Report

In this release we have updated the Profit & Loss report with new date selection options, these options include:

• When Type = Financial Year to Date
  • Current Period
    • Report is run up to the site’s current period
  • Previous Period
    • Report is run up to 1 period before the site’s current period
  • Select Period
    • The user may select a period to run the report up to
  • Today’s Date
    • Report is run up to today’s date
  • Select Date
    • The user may select a date to run the report up to
  • When Type = Period Comparison
    • Current Period
      • The report is run for the site’s current period
    • Previous Period
      • Ther repot is run for 1 period before the site’s current period
    • Select Period
      • The user may select a period to run the report for
    • Date Range
      • From
        • User may specify a date range
      • In the Last
        • Days
          • Report runs for the in the last number of specified days

If include current day is selected, today’s date is included in the date range

• Weeks
  • Report runs for the in the last number of specified weeks

If include current week to date is selected, the current week (starting from Monday) is included in the date range

• Months

Report runs for in the last number of specified months