Smart Date Presets
Reports and tables accept smart date presets so you never need to hardcode dates. The presets you can pick depend on the report: period reports offer a date range, while point-in-time reports offer a single "as of" date.
Date Range Presets
For reports that cover a period: Profit & Loss and Bank Summary.
| Preset | Description |
|---|---|
| Current periods | |
| This Month | 1st to last day of the current month |
| This Quarter | Current quarter of your financial year |
| This Financial Year | Current financial year, from your Xero org settings |
| Previous periods | |
| Last Month | Previous calendar month (default) |
| Last Quarter | Previous quarter of your financial year |
| Last Financial Year | Previous financial year, from your Xero org settings |
| Last 30 Days | Rolling 30-day window ending today |
| Last 90 Days | Rolling 90-day window ending today |
| To date | |
| Month to Date | 1st of the current month to today |
| Quarter to Date | Start of the current financial-year quarter to today |
| Year to Date | Start of your financial year to today |
Compare (multi-period)works with the month, quarter and financial-year presets. It isn't available on the rolling Last 30 Days or Last 90 Days presets. Pick a month, quarter or financial-year preset instead.
As-of Date Presets
For point-in-time reports: Balance Sheet, Trial Balance, Aged Receivables, Aged Payables, Executive Summary, and Budget Summary.
| Preset | Description |
|---|---|
| Today | Current date |
| End of Last Month | Last day of previous month (default) |
| End of This Month | Last day of current month |
| End of Last Quarter | Last day of the previous financial-year quarter |
| End of This Quarter | Last day of the current financial-year quarter |
| End of Last Financial Year | Last day of previous financial year |
| End of This Financial Year | Last day of current financial year |
How quarter and financial-year presets work
Quarter and financial-year presets (This/Last Quarter, Quarter to Date, This/Last Financial Year, Year to Date) follow your organisation's financial year as set in Xero, not the calendar year. Month and rolling presets (This/Last Month, Month to Date, Last 30/90 Days) always use the calendar.
If your financial year doesn't end on a month-end (for example a 5 April year end), quarters line up with your financial-year start day: 6 Apr–5 Jul, then 6 Jul–5 Oct, and so on (the same quarters Xero itself uses). For the common month-end year ends (such as 31 December or 30 June), each quarter is a clean three-month block ending on a month-end.
Connected several organisations with different year ends? The dates follow your first selected organisation.
On a Balance Sheet, a quarter-end such as 5 Jul can appear at month-end. See Balance Sheet dates for why.