My company just migrated to Books this year. We have 5+ years financial data and need to generate a monthly P&L for 2019 and a monthly P&L YTD for 2020. The latter is easy, but I'm VERY surprised to learn that default reports in Zoho Books cannot create a yearly P&L by month for years other that current.
Yes, I can do a P&L based on the current month set to compare with a sufficient number of months to cover the prior year. This has (at least) three significant issues:
1) There are only 23 past periods possible, so I can't go back beyond two years
2) If I do want to do this to generate a P&L for the prior year, I need to export to spreadsheet, remove current year months and update totals.
3) This method loses the clean report formatting for PDF printing and requires I spend a bunch of time cleaning up the spreadsheet.
When I contacted support, then told me to recreate these reports in Analytics which will take me a long time.
This feels like an important reporting feature that Zoho should really consider adding to Books (along with the ability to save report versions.... don't get me started on the lack of that feature!).
Would appreciate hearing from anyone else that has this same issue so Zoho knows how valuable this would be to their users.
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