Skip to main content
neil32
Dec 11, 2020 12:58 PM UTC
Question

Re the 'Unrealised gains & losses report ' - it looks like this report can only be run as at today's date. What if I want to run it for an earlier date?

Original commenter did not share additional details

3 replies

GeorgiaC
Dec 11, 2020 5:23 PM UTC

Hi neil32,

 

It's not currently possible to enter a custom date field for this report, we'd recommend if you could leave feedback for this by going to the Cogwheel > Feedback within your account, this way it'll reach our developers who're able to review and implement changes. 🙂

 

Thanks!

Outlander73150
Dec 14, 2023 11:27 AM UTC

Hi,

 

It appears this issue has not been fixed. We are new to QBO having moved from QBD where you could run the unrealised gains & losses report at any date. We run this report at each month end but even though you can change the date for the report is defaults to today's date. Are there plans to fix this issue please?

Ashleigh1
Dec 14, 2023 2:57 PM UTC

Hello Outlander73150, thanks for posting on the Community page, so although at the bottom of the page, it shows today's dated, but you in fact select another date that report will show the data for the date you entered in. if you duplicate the page on your web browser and tick on different dates and run the report you will see that the figures will all be different. 

Terms & ConditionsAccessibility statement