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How do I choose a date range like last quarter or year to date on a report?

Every report opens on the last 30 days. I need other periods for my tax filing.

generalreportsdate-range

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Click the date box at the top of any report to open the picker. You can pick:

  • Today or Yesterday
  • Last: last 7, 30, 90 or 365 days, last week, last month, last quarter, last 12 months or last year
  • Period to date: week, month, quarter or year to date
  • Quarters: each of the last four quarters, such as Q2
  • Custom range: click a start day and an end day on the calendar

Then click Apply. Cancel closes the picker without changing anything.

Future dates cannot be picked. Each report goes back to its starting range (usually the last 30 days) when you open it again, so set the range again before you export.

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