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

System

This discussion was created from comments split from:

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

Lee B

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?

Thanks.

brad08

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.

RobWilk

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

UrsulaA

Agree and upvoted!

Varun

Agree, how do i upvote ?

Coach Jon

Hello @Varun,

To upvote an idea post, just click the up arrow here:

Thanks,

Coach Jon

bost.05

@Coach Jon Are you sure, because it does not let me upvote this either. I've noticed the posts that do allow me to upvote appear like this with two arrows:

Coach Jon

Hello @bost.05,

Thanks for the reply. You should be able to vote now.

Thanks,

Coach Jon

chiphum

I like the Monthly Report but I would also like to see past ones too.

[Merged Post]

Coach Kristina

Hello @chiphum,

Thank you for coming to the Community to share your feedback! Since there was an existing Idea asking for the same functionality, I merged your Idea with the existing one. Ideas that get enough votes may be implemented in the future!

Thank you!

switch35

This is a no-brainer to me.

SRC54

I upvoted it today. I agree it is not a bad idea. Of course, I fear we may be making the app too complicated. Probably could do this some other way with Reports. But Reports continue to be the weakest part of Simplifi IMHO.

wkh

Isn't the "monthly summary" report meant to compare the last full completed month with the month prior? If it's the current month, you won't be getting a summary because the month is not yet completed. Does the "total spending" report provide what you're looking for? You can look at the total spending for the current month, last month or any other month by using the custom date setting in the pulldown. You don't get the comparison with the prior month. Maybe that's what your looking for.