R05 / Reports and Excel

Choose custom reporting dates

Learn how to choose custom reporting dates on Pennie's Reports page.

Find it: Bottom tabs > Reports

Video walkthrough

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Page-reference preview

Worked examples use sample data, not your account. Reference screenshots show the current app controls in a Windows preview; their example amounts may differ from this lesson. Android system prompts vary by device.

Step 1

Set Start date and End date

  1. Set Start date and End date
  2. Both displayed dates are included
  3. No separate Apply button

Choose Custom, then use the actual Start date and End date fields.

The report responds to the date fields.

There is no separate Apply button.

Step 2

Understand inclusive dates

  1. Understand inclusive dates
  2. Both displayed dates are included
  3. No separate Apply button

September fifth through September twentieth includes both displayed dates.

The service stops before September twenty-first.

This keeps the final selected day inside the report.

Step 3

Keep the range in order

  1. Keep the range in order
  2. Both displayed dates are included
  3. No separate Apply button

If End date moves before Start date, Pennie corrects the range.

The fields keep a valid inclusive date pair.

Check both dates after making a correction.

Step 4

Separate detail from longer trends

  1. Separate detail from longer trends
  2. Both displayed dates are included
  3. No separate Apply button

Short Custom ranges still use the six-month comparison card.

Longer selected ranges have their own monthly or yearly buckets.

Custom dates do not create unlimited Excel exports.

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