How do I access data for 2023 and 2024?

Hi there, Hilder. While the main dashboard defaults to the current and previous year for quick navigation, you can easily access older data by using the Transactions or Reports menus, which both support custom date ranges.

For Transactions tab, here's how:

1. Navigate to the Transactions menu.
2. On the Date filter dropdown, select Custom date.
3. Manually enter the start and end dates for the year you need, then click Apply.

For Reports tab, here's how:

1. Go to the Reports menu.
2. Select the report you want to view.
3. In the date range dropdown, select Custom date to define the exact period.
4. Click Apply to proceed.

Should you have any other concerns, feel free to reply to this thread.

Hello, @hilderbrandllc.

I just wanted to follow up to check if the resolution we provided helped resolve your issue.

Please let us know if everything is now working as expected or if you’re still experiencing any problems. We’ll be glad to assist further if needed.