Generate Custom Timeframe Reports

How to generate reports with a custom timeframe

Patrick McGimpsey avatar
Written by Patrick McGimpsey
Updated over a week ago

On the CryptoTaxCalculator platform, your reports are set to a default 'Financial Year' dependent on your specific tax region. For example, in Australia, this is from the 1st of July to the 30th June (of the following year). There are some situations when a report with a custom timeframe is preferable, and this guide shows you a step-by-step process for obtaining a report for the dates you require.

The first step is to log in to your account, and navigate to 'Reports' at the top of your screen, as seen below:

Once in the 'Reports' page, you will see the following:

Select the 'Financial Year' by clicking on the report year on the left, as indicated by the red box above. You will then get the following set of options:

Click 'Select custom dates'. Use the 'From' calendar to select the date that you want the report to start from, and the 'To' calendar to select the date you want the report to conclude at.

Click 'Apply' and wait for the report to update. Once updated, you will now have a report that covers your custom timeframe!

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