Custom Date Filter in Reports

The custom date filter in reports lets you choose any report’s start and end dates. You can customize date ranges of reports across several apps, including Income & Expense, Accounting, CRM, Payroll, Inventory, and more.

To use the custom date filter in reports:

• Go to Reports on the Navigation Menu.
• On the Reports page, go to the section for the report you need, such as Income & Expense.
• Click on Expense Summary

• On the Expense Summary page, Click the Search or Filter text bar.
• Select Date Range, =, Custom
• Pick the Start and End Dates from the calendar
• Click Enter on your Keyboard to generate a customer date report.

Check out: Scheduling a Report