global setting for reports to be viewed by period
# ask-stanley-ai
t
global setting for reports to be viewed by period
c
AI generated answer (using internal Slack threads):
Based on the conversations, it appears that the ability to view reports by period is dependent on several factors, including the specific report and the user's role. For the Tax Reports (international), it seems that the settings are quite rigid and may not allow for viewing by posting period instead of transaction date. However, there was a suggestion to try customizing the reports installed by the bundle under Reports>VAT/GST. Another user mentioned the possibility of changing the Tax Period via CSV or script, which could potentially allow for viewing by posting period. In another thread, a user experienced different date filters on a balance sheet report depending on their role. It was suggested that this could be due to a setting that varies based on role. The user was able to resolve the issue by adjusting this setting. For a report to default to a column view of Quarterly, a user suggested customizing the Amount column to use the Alternate Date Range Type and setting the Alternate Period Range to Quarter. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.835292161
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.824825227
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.821222365
Please provide your feedback on this answer.