Actions

View Report by Month & Year

Users can view reports based on a selected month and year, enabling a structured review of financial data for a specific period.

Users can filter reports based on predefined or custom date ranges to analyze financial data over a selected time frame.

Name	Description
This Week	Displays data from the start of the current week until today.
Last Week	Shows data from the previous week, spanning from start to end.
Last 7 Days	Includes data from the past seven days, counting today.
This Month	Filters transactions from the beginning and end of the current month to today.
Last Month	Displays data covering the entire previous month.
Last 30 Days	Includes records from the past 30 days up to today.
This Year	Shows data from the start of the current year to the present date.
Last Year	Covers transactions from the full previous calendar year.
This FY	Filters data from the start of the current financial year to today.
Last FY	Displays financial records from the complete previous financial year.
Custom	Allows users to select a custom date range for filtering financial data.

Users can export finance reports in various formats for further analysis and sharing. Available formats include PDF and Excel.

Name	Description
PDF	Exports the report as a PDF document.
Excel	Generates an Excel file for spreadsheet analysis.