Ability to view any month in the Monthly Summary Report (edited)

System Administrator admin
edited March 4 in Using Reports

This discussion was created from comments split from:

Saved Filters in Reports and Registers [edited] (2 Merged Vote).

4 votes

Active · Last Updated


  • Lee B
    Lee B Member ✭✭

    Why does the Monthly Summary Report show the previous month? I want to see the current month. But better, why isn't there a drop down where I can choose any month now or in the past?


  • brad08
    brad08 Member

    It would be nice to have the monthly summary save a rolling 6-12 months history that we can look back on (add a backwards/forwards arrow to toggle through months). I realize that I can do that indirectly through other reports, but having the specific monthly summary view for prior months would be nice.


    Simplifi user since December 2023

  • RobWilk
    RobWilk Superuser ✭✭✭✭✭

    Voted for this. I never considered it before, but I think it's a good idea.

    Rob Wilkens

  • UrsulaA
    UrsulaA Superuser ✭✭✭✭

    Agree and upvoted!

    Simplifi User Since Nov 2023

    Minter 2014-2023

    Questionable Excel before 2014 to present

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