Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
Get 50% OFF QuickBooks for 3 months*
Buy nowI love all the preset tie periods for reports like TY to last month, really smart.
I like to report on the Trailing 12 months (TTM, this is pretty standard stuff) and would love to have that as an option. Previous 365 days doesn't work as that is to today.
Ideally this would be TTM to last month.
Has anyone solved for this with a saved report?
Thanks
I can see this is useful in your everyday task, @GrowUp. I can share a workaround so you can pull up trailing twelve-month reports in QuickBooks Online.
We export the report to an Exel file, and you can modify the file from there. Doing this will allow you to edit all the data in the Excel file.
Here's how:
Moreover, if you're experiencing missing data when opening a report in Excel, it's likely because the file is in protected view. To view the full report, you'll need to select Enable Editing in Excel.
Alternatively, you can switch between the two views anytime without affecting your accounts or data. It allows you to choose the view that best suits your needs. See this reference: Switch between Business and Accountant view in QuickBooks Online.
Moreover, your feedback is valuable to us. We recommend sending your suggestion to our product developer and discussing this feature with them. Refer to this link for your guide: How to submit your feedback?
I'm here to help you with any questions or concerns under the Reports section. Feel free to ask me anything, and I'll do my best to provide you with a helpful response.
Obviously, @ChristineJoieR 's response doesn't help you.
TTM is not an available reporting period in QBO without manually changing the dates each time you run a report. I can't tell you how many times having TTM (through the previous month's end) as an option would have been extremely helpful.
Excel is not really the answer I was looking for.
I think this should be a report in BO
How do we get things like this onto some sort of suggestion board for QBO and get some votes on it?
I appreciate you bringing this concern to the Community, @GrowUp.
I understand the importance of having Trailing Twelve Months(TTM) in QuickBooks. However, it doesn't have this kind of feature at the moment.
Since you mentioned a suggestion, you can send feedback so that it will be brought up to our Product Development Team.
Here's how:
You can also track the status of your feedback.
Feel free to comment if you have other concerns aside from this. I'm always here to help. Take Care!
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.
For more information visit our Security Center or to report suspicious websites you can contact us here