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Smart Date Presets
Reports and tables accept smart date presets so you never need to hardcode dates. Two preset categories are available depending on the report type.
Date Range Presets
For reports that span a period — P&L, Bank Summary.
| Preset | Description |
|---|---|
| Current periods | |
| This month | 1st to last day of current month |
| This quarter | Current 3-month quarter |
| This financial year | Current financial year (per your Xero org settings) |
| Previous periods | |
| Last month | Previous calendar month (default) |
| Last quarter | Previous quarter |
| Last financial year | Previous FY |
| To date | |
| Last 30 Days | Rolling 30 days to today |
| Last 90 Days | Rolling 90 days to today |
| Year to date | Start of financial year to today |
As-of Date Presets
For point-in-time reports — Balance Sheet, Trial Balance, Aged Reports.
| 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 previous quarter |
| End of This Quarter | Last day of current quarter |
| End of Last Financial Year | Last day of previous financial year |
| End of This Financial Year | Last day of current financial year |