Reporting & insights

Compare-to options for additional reporting periods in performance cards

We've added more options for using dashboard performance cards to compare data across cumulative reporting periods.

Dashboard with performance cards showing the average AP and AR balance for this year through the current month with a comparison against the prior period.

Key benefit

Improved trend insights: See how current performance tracks against historical data to better understand growth, decline, and seasonality.

How it works

When you select one of the following reporting periods, you can now use the prior period for comparison by selecting Period in the Compare to field.

Current Year Through Current Month
Current Year Through Prior Month
Current Year Through Prior Quarter
Fiscal - Current Year Through Current Month
Fiscal - Current Year Through Prior Month
Fiscal - Current Year Through Prior Quarter

Component properties window for a performance card. The Compare to field is circled.

Permissions and other requirements

Subscription	General Ledger
Regional availability	All regions
User type	Business
Permissions	Company Dashboard: List, View, Add, Edit