I’m making a suggestion to improve reports in the area of date selection. The following options can be added to enhance reports including Custom Reports.
- ‘From - To Today’ option: There is the need to add an option at the date side on reports (where applicable) that when clicked will generate a report from a specific date to the current day’s date for all reports similar to the functionality available in the
Summaryreport.
- ‘This day.’ option The ‘This day’ report will always show the transactions that have taken place on a particular day and make all other transactions into a starting balance where applicable.
Take the daily trading transaction Custom Reports below for example. We wouldn’t see 23/11/2023 to 23/11/2023 we would see This Day
Many users have created favourite buttons on their browsers and they desire the ability to click on a report and promptly view the day’s activities without the need to adjust the date daily. Given the fast pace of time nowadays, the frequent updating of the date settings in ‘Reports’ becomes a somewhat bothersome task.
We could have options for ‘First Quarter’, ‘4th Quarter’, ‘This Year’, ‘This Month’, and ‘This Week’ as well for date settings. This accounting year can be added for users who do not have their accounting year starting from 1/1/XXXX to 31/12/XXXX. This may require entering the accounting date range for the business in settings.
We could take it a step further by incorporating options that, when selected, would generate a comparable report where applicable, for example, Compare with Last Month if the Date setting is This month. or Compare with the same quarter last year. The report will automatically update itself to save time for the user.
This enhancement would be really helpful and save time for users