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A
Anonymous
August 13, 2019
Question

How do you set the reporting period for a budget to last month or ytd?

  • August 13, 2019
  • 1 reply
  • 0 views
I'm trying to create reports that will be emailed to our department managers every month with their updated budget figures. I only get the option to set the reporting period to custom which means I would manually have to change it every month.

1 reply

J
JamesM
August 13, 2019

Hi dave51,

 

Good job on your first Community post. I'd be glad to assist and share info about reports in QBO.

 

Depending on the report you're running, you'd have to manually enter the reporting period. You're on the right track with how you're running the reports so far. I know how having the specific date range you're looking for would save you time. I recommend sending this feedback over to our product developers. You can do this by clicking the gear icon and looking for Feedback. New product ideas and imprivemnts are largely based on the feedback we get from users like you. 

 

Let me know if you have other questions. 

A
Anonymous
August 13, 2019

So if I understand you correctly, I can schedule the budget reports to be sent out on a monthly basis but the report period can only be fixed dates not relative?

 

If that's the case, then scheduling them seems pointless since the reporting period will have to be changed first anyway.

J
JamesM
August 13, 2019

I want to make sure we're on the same page. What are the specific dates you're looking to schedule your reports for? 

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