Extended date range for financial reports
Report scope (beta) allows you to export the Balance activity report and Transaction reconciliation report on the web app for up to 1 year, extended from the previous 3 months date range.
You can export the Balance activity report and Transaction reconciliation report for a date range of up to 1 year.
Report scope controls which view you export:
- Historical data (default): export up to 1 year of data each time, including additional fields. Data is not real time and may be delayed up to a few hours. Use this for reconciliation, audit, and reporting.
- Live data: export real-time data when you need to verify the latest transactions. Live data is limited to export up to 3 months of data each time and does not include the additional fields.
Historical data and live data come from the same data source.
| Report scope | Historical data (default) | Live data |
|---|---|---|
| Date range | Up to 1 year. | Up to 3 months. |
| Data points | More (includes additional fields). | Fewer (standard fields). |
| Freshness | Not real time — may be delayed up to a few hours. | Real time. |
| Use it for | Reconciliation, audit, and reporting. | Verifying the latest transactions outside the web app. |
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