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Can I compare different periods in my reports?
Can I compare different periods in my reports?
Updated over a week ago

Yes, you can view a period comparison in both the Balance Sheet and Profit & Loss reports. By default, these reports will display a 6-month month-over-month comparison. However, this comparison can be changed and customized.

To view these reports and customize the period comparison

  1. Log into the Web App on your computer or tablet at

  2. Click ‘Reports’ on the left side of the screen

  3. Scroll down to the ‘Accounting Reports’ section and click on it to expand it

  4. Click the ‘View’ button next to the Balance Sheet or Profit & Loss

  5. To customize the date range, click the ‘Date’ filter

    1. Select a default date range or set a custom date range

  6. To customize the period that is being compared, click the ‘Grouping’ filter

    1. None - No multi-period comparison

    2. Yearly - Year-over-year comparison for the selected date range

    3. Quarterly - Quarter-over-quarter comparison for the selected date range

    4. Monthly - Month-over-month comparison for the selected date range

To Export a Period Comparison Report

  1. Follow the steps above to set the date range and comparison period for the report

  2. Click the ‘Download’ button in the top right corner

  3. When prompted to select a format, select ‘XLS’

Period comparisons are not currently available for the PDF reports. If you export a PDF report, it will not show the period comparison. You must export the XLS report to see the period comparison reflected in your report.

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