DESKTOP EDITION CLOUD EDITION SERVER EDITION GUIDES FORUM

Viewing Last Year's Activity


#1

Is there a way to “hide” last years activity? When I go to make a report, all the reports I did are there. I set my date to the new year then did a “Custom” with 12/31/2015. I like that we have history, but would like to not have to scroll down through the years. Thank you for your program, I am a very small business.
Beth


#2

Yes. Click on customize on summary page and set the date to display financial information there.


#3

My Summary Customize reads from 01/01/2015 the second line gives me “Custom” then I entered the date 12/31/2015. I still have to view all my last year reports.


#4

You can go back and just disable it when you need view them.


#5

You can delete reports under Reports tab you no longer care about. In case you need to get historical figures, reports can be recreated for the date period you are interested in.


#6

Thanks