Date Ranges

Date Ranges

Every report in the Reports section shares the same date-range picker. When you first open a report, it defaults to the current Indian financial year (1 April – 31 March). You can narrow or widen the period at any time using quick presets, the financial year selector, or a fully custom range.

Quick Presets

Four pill buttons are always visible at the top of the date picker:

• This Month — 1st to last day of the current calendar month.
• Last Month — 1st to last day of the previous calendar month.
• This Quarter — Current Indian financial quarter (see the reference table below).
• Year to Date — 1 April of the current financial year through to today.

Clicking any quick preset immediately applies the new date range — the report regenerates automatically.

More Presets

A "More…" dropdown sits to the right of the quick presets and offers four additional options:

• Last Quarter — The Indian financial quarter immediately before the current one.
• Last FY — The full previous financial year (1 April – 31 March).
• Last 90 Days — The 90-day window ending today.
• Last 6 Months — Six calendar months back from today.

These also auto-apply on selection — no extra confirmation step is needed.

Financial Year Selector

A "Fiscal Year" dropdown displays the five most recent financial years in the format FY YYYY-YY (e.g. FY 2025-26). Selecting a financial year sets the date range to 1 April – 31 March of that year and immediately regenerates the report.

Custom Date Range

Click the calendar icon button (labelled "Custom") to open a popover with two side-by-side date pickers — one for the start date and one for the end date. Unlike presets, a custom range is not applied automatically; you must click the "Apply" button inside the popover to confirm your selection. Once applied, the date label updates to the format DD MMM YYYY – DD MMM YYYY (e.g. 01 Jan 2025 – 31 Mar 2025).

How Reports Use Dates

Once a date range is active, the report regenerates automatically — there is no separate "generate" button. A label at the top of the report confirms the period currently in use (e.g. "Showing: FY 2025-26" or "Showing: This Month"). Changing the date range at any time triggers an immediate refresh of all figures.

Indian Financial Year Reference

Tips

• Default period is the current financial year. Every report loads with 1 April – 31 March of the current FY, so you see a full-year view without changing anything.
• Presets auto-apply; Custom requires "Apply". Quick presets and the "More…" dropdown update the report instantly. The custom date picker waits for you to click "Apply" so you can set both dates before the report refreshes.
• Indian FY quarters start in April. Q1 is April–June, not January–March. Keep this in mind when selecting "This Quarter" or "Last Quarter".
• Date ranges are independent per report. Changing the date range on the Balance Sheet does not affect the period shown on the P&L or any other report.

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