How do I compare a report with another period?

ForLandlordsProperty managers

Who can do this

Landlord; Organization users with Generate Financial Reports.

Where to find it

Run a report → a period report → Compare it with another period?.

Steps

  1. Choose Previous period or Same period last year (default No comparison).
  2. Click Show report.

What happens next

A comparison card shows each headline figure with its change and "was $…", then "What changed" lists the lines that moved most.

Limits

Balance (as-of) reports and tax-year reports can't be compared.

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