Viewing Reports By Financial Year

With Clik Service, you can see reports for a financial year or quarter. This article will show you how.

First, you need to set up the financial year for your company. To do this go to Settings > Settings > Company. Here, you can select the month your financial year starts.

To see this work in a report, go to Reporting > Pre-Configured Reports and select your report.

Next, click the calendar icon button and you’ll see a drop-down menu full of date options, including ones that can filter your report by financial year.

If you don’t have a date picker option, make sure the ‘Include all results’ box is unticked. Then select a date option from the first filter drop-down.

Once you’ve chosen your date range, click the ‘Refresh‘ button to see the results.