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Can I Filter Reports by Date Range?

< 1 min read

Yes! All of Tabby’s reports can be filtered by custom date ranges, so you can see your financials for any time period you need.

How to Set a Date Range:

  1. Go to the Reports section.
  2. Select the report type you want (P&L, Expense Breakdown, etc.).
  3. Click on the date filter at the top of the report.
  4. Choose a preset range (e.g., “This Month,” “Last Quarter,” “Year to Date”) or enter a custom start and end date.
  5. Click “Generate Report” to see your results.

This is especially useful for comparing different time periods, preparing quarterly reports, or pulling year-end summaries for tax filing.

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