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Financial reports and planning

Compare the last two visible report periods

Use Compare with attention to the selected columns and partial-period coverage.

Updated 2026-11-11

Compare adds a change view for the last two visible report columns when at least two periods are available. Check those column labels before interpreting the difference. The comparison follows the current table selection rather than an assumed prior-year period.

Choose the report range and column period first, then turn on Compare. Read the amounts for both periods alongside the change. An increase or decrease should be assessed with the account's purpose and the report basis in mind.

The page warns when the final column covers only part of its calendar period. A partial month compared with a complete month can produce a misleading impression if the coverage difference is ignored. Adjust the range or explain the limitation when sharing the comparison.

If the change looks unexpected, open the account's posted activity for each period and inspect the entries. A newly posted correction or a date choice can explain the movement. Refresh the report when the underlying books changed so the two values and their supporting register use current evidence.

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