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S
strawberryhf
January 2, 2020
Question

Is it possible to show the business snapshot report with multiple years? Even just two previous years would be great. I love the report but now 2018 is gone...

  • January 2, 2020
  • 1 reply
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1 reply

J
JamesM
January 2, 2020

Hi there,

 

You've reached the right place for help. I'd be happy to help with creating a yearly comparison report in QBO. 

 

Based on what you've described, I recommend running a Profit and Loss report. To do this, click Reports from the left menu > search for the Profit and Loss report. Once you're on the report page, filter enter the dates you're looking for in the filter box. From here, click Customize > navigate to Rows/Columns and change the Columns to Year. After doing this, click Run report and you'll be able to see the info you're looking for. 

 

I've provided a screenshot below for visual reference:

 

 

Give this a try and if you're still having issues, I recommend contacting our support team using this link. 

S
strawberryhfAuthor
January 2, 2020

I know I can do that, but I like the graph showing there year with the simplicity of the snapshot report.   Profit and loss is ok but nowhere near as quick and easy to see unless I'm missing something. 

    AddieC
    AddieC
    January 2, 2020

    Thanks for explaining further what you're looking for, strawberryhf. In your original question you mentioned that you're running the Business Snapshot Report. While you can review this report for various time-frames, such as Last Year, or This Year To-Date, at this time you're unable to view both of them simultaneously. I recommend printing both of them out so you can compare them side-by-side if that's your goal. You can do this in just a few clicks, by selecting the small printer icon in the upper right-hand side of the report. 

     

    I'd be happy to pass your feedback along regarding this report and it's capabilities. We're always looking for new and fresh ways to improve our product. 

     

    Cheers.

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