Reports

Roseberry Cabin
Sep 14, 2016 7:55 AM
Joined Apr, 2016 20 posts

For tax and payments
On Period to select
Would like to select a From and To Date
I file tax by the month - usually the end of the month - not due until
the 22nd of the next - but have been away 3 weeks - which throws the
report into the next month.
On the drop down, am not able to select month - to get last month only.
Can select previous 3 months -- but not previous month.
This is what I used - generated a complete report - copied to Excel sheet
and deleted first two months-- could not do that for the tax report though.

Chris Hynes
Sep 14, 2016 8:45 AM
OR Team Member Joined Oct, 2012 1401 posts

There should be a "Last Month" value near the bottom of the period selector. That's a bit confusing with some being called "Previous 3 months" and then that being "Last Month", so I'll see if we can tighten that up.

Also, at the very bottom of the period selector there is "Custom Range" -- that'll allow you to put in whatever range you want.

Roseberry Cabin
Sep 14, 2016 9:38 PM
Joined Apr, 2016 20 posts

Thank you - I just had to shrink size to be able to go to the bottom of the page and select.