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Business Snapshot for Multiple Years

Is it possible to pull a business snapshot for more than just the previous year? I would like to compare year or year data for several years.

1 Comment

Business Snapshot for Multiple Years

Hello there mulberrygap,


The Business Snapshot report can only show the current year's data and the comparison for the previous year. You can run the Profit and Loss year-to-date comparison report and customize the date range. Though, the previous years' data will be shown in total versus the current year-to-date. 


Here's how to run report:

  1. In the left pane, Click on Reports tab.
  2. Search for Profit and Loss year-to-date comparison.
  3. Click on Customize button.
  4. Choose the date range.
  5. Click on the Run report button.

Comment below if you have any other questions. Have a good day!

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