Reports will be run off of your set season year by default (except for the year end trading statements, which will go off your financial year set in Xero). 

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 by using the Custom period options. This is done in a similar way to how you generate a cash summary report in Xero.

For example, if your budget year runs from January - December but you would like to run a report for July - June, you would this by using the following options.

  1. Period: Custom

  2. From start of / to 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

  3. 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 report with custom dates has now been generated. 

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