Reports will be run off of your set budget / 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 budget 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 June - May but you would like to run a report for January - December, 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 January - December, you'd set both dates to December 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. 

Did this answer your question?