Reports always reset to current fiscal year

I’m trying to reconcile transactions from last fiscal year, but no matter what I do, the built-in reports always reset the filters to the current fiscal year. I tried:

  • Bookmarking the URL with the filters in the query - still resets
  • Saving the Report as, e.g. 2023 Profit and Loss Report - still resets
  • Creating a new report based on the P&L report - creates an ordinary report without all of the bells-and-whistles of the main Financial Statement reports (P&L, Cash Flow, and Balance Sheet)
    Is it even possible to save the filter state for these core reports?

It’s worked. Please check it.

2 Likes

@NCP thank you so much for your quick reply with proof that I’m not as smart as my smugness suggests.

I re-tested it on a virgin browser and site and it worked just fine. The problem is clearly on my local configuration.