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Question

P&L monthly report

  • March 5, 2026
  • 3 replies
  • 32 views
N
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On P&L monthly reports: I can only see the data for last month, but I need to look at the month prior to that. How can I navigate to older monthly reports in the system?

    3 replies

    baraica
    Community Manager
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    • baraicaCommunity Manager
    • Community Manager
    • March 6, 2026

    Hello ​@NLLandscaping - after circling back with our team this might work, Navigate to the Reports module and look at P&L Monthly > Click the three-dot menu > Adjust Report Filters > update the timeframe in the pop-up window. 

    Briz, Community Moderator
      N
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      Agree with ​@baraica. If I need to look at an older month I choose the “Custom Between” date range and adjust accordingly.

        SoboYiW
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        • SoboYiW
        • Brainy
        • March 6, 2026

        When you save your report, it won’t be saved as a list. It will be saved under “Favorites” tab in Report. 

         

         

        Learn and grow everyday - Dallas, TX
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