I would like to copy and paste into excel a copy of a yearly cashflow by month(so 12 months at once) what is the best way to do this. I am on desktop so can not do API or power query, I know I could use the cashflow report and have 12 comparative columns but when I have to set this report up for many clients this is time consuming. If I have to do custom report I don’t know what to put.if someone could help it would be appreciated