Hey OR team! In my Owners Portal (PM module), the owner dashboard allows financials to be viewed for the current and previous year as either the total amounts ("all time") or the amounts booked as of the current date. The latter allows for a truer apples-to-apples comparison of previous year financial data.
It would be SO helpful to have this same option when we run our own Booking Summary Report. However, there's no option to select that same type of "booked as of today" comparison.
Y'all deemed it a beneficial data-point for our homeowners to see. I'd say it's equally a beneficial data-point for us to be able to see across our internal reports as well.
Just discovered that there is a "Booked As Of" option on the report!!! I was looking for a radial button (like the homeowners see) and my brain didn't even pick up on the fact the option was there -- just in a different format! Thank you for making that possible!!