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Xero Business Community

Xero Business Community

Hi everyone, Come on over to the new discussions in Xero Central. It’s a more intuitive way to connect and chat all things business with one another. Ask questions, dish out answers, and get involved.

You can still view topics in the Xero Business Community to see all the useful knowledge that’s been shared there; and you can restart conversations you feel have been of huge value to you on Xero Central.

If you have brilliant ideas for innovations, you can keep on adding feature requests in the Xero Business Community, and voting on existing requests. There’s more in store, as we come up with the best way to take on your thoughts and share developments
Community > Feature Requests >

Profit & Loss - Relative Date Columns YTD etc

Started by Mark Lawton in Feature Requests | Done!

It is great to see the addition of custom columns on the new Financial Reports.

It would be great to have a few more "automatic options" ie "Last year to date", "previous month", Prior YTD etc.

All of these were available on the old P&L report which I though was laid out well. This would enable you to use the same report each month without having to update the dates ie YTD progress compared with the previous year.
Official Xero Reply
Hi team - YTD, QTD and MTD date options are here!
You'll find these Date Range options listed in the main report view, as well as when adding columns in the layout editor. Full detail and some handy report tips on our Blog :)

Kelly M (Community Manager)