Reports will be run off your set season year by default (except for the year-end trading statements, which will go off the financial year end/balance year of the accounting software, and cannot be run for Custom Dates).
If you want to run a financial report, like a cash flow or P&L, on a different basis than your season year, you can do this using the Custom period options. This is done similarly to generating a cash summary report in your cloud-based accounting software.
For example, if your budget year runs from January to December, but you would like to run a report for July to June, you would do this using the following options:
Period: Custom
From the start of/to the end of: Select the final date in your custom period. For example, if you want a report for July - June, you'd set both dates to June 20xx
Compare with previous: Because we want to run a report for 12 months, we want to compare to 11 previous periods
Once done, hit Run Report, and your custom date report has been generated.
The reports with custom reporting dates available are:
Financial reports
Profit & Loss
Cash Flow
Balance Sheet
Variance Report
Statement of Financial Position
Production reports
Production
Cost of Production (Livestock)
Crop Season Summary
Dairy Gross Margin
Tracker reports
Tracker Transactions