Does anyone know if its possible to run a report that spans over 2 years? For example I am doing a set of accounts up to 31 October and Ive had to run one report for 06/04/2012 - 31/10/2012 and then open up the archived file to run 01/11/2011 - 05/04/2012?
Is there a quicker way or is it restricted to this way because of the program actually using different files for each tax year?
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i dont think so
dump the annual summaries into excel and delete the ones you dont need is my approach
No
Each Tax year is stored in a separate data file ... so you can't report across tax year as far as I know - but ring their support line they are usually very good
How to use 'Date Range' and export to Excel
As others have mentioned, it is not possible to produce one single report that spans 2 tax years. However you could produce 2 reports (specified by date range), and then export each to an excel spreadsheet.
e.g. if you need a 'Pay Totals' report from January 2012-December 2012 you would do the following:
1)Open the data file for 2011-12 and click 'Analysis-Pay Totals'
2) Click on the 'Date Range' button at the top of the report, then click-and-drag from January to March to highlight these months.
3)Click the 'copy to clipboard' button
4)Paste from the clipboard to into excel (e.g. CTRL-V)
5)Then open the 2012-12 payroll file, and repeat, this time choosing the date range April-December, before pasting to excel.
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