P&L Report (Tool) Categorization by Date Problem

Google Sheets
,
1

I am trying to generate a P&L report for my small non-profit. Previously I was successful able to do this, but today, all transactions are included rather than being filtered by date, and they are all included in the last time period

I’ve deleted the hidden templates but no luck.
Any ideas?

3

@ros,

Are you still having this issue? Can you give it another a try and let us know?

Heather

4

It is still occurring.

I’ve attached a snippet:
Profit & Loss Statement…
Created on 2/19/2020 6:10 AM…
Reporting period: October 1, 2019 through December 31, 2019…
‘Last quarter’ preset for all accounts…
…
…Oct 2019…Nov 2019…Dec 2019
UNCATEGORIZED…
…Uncategorized…$0…$0…($1,019)
…
Total UNCATEGORIZED…$0…$0…($1,019)
…
INCOME…
…Donations…
…Auction…$0…$0…$247
…Fundraisers…$0…$0…$6,407
…Grants…$0…$0…$5,480
…Individual Donations…$0…$0…$25,882
…Total Donations…$0…$0…$38,017
…
…Revenue…
…Sales of Merch…$0…$0…$1,535
…Sales of Tuition…$0…$0…$5,883
…Total Revenue…$0…$0…$7,418

5

Also, I’m currently using Safari on MacOS.

Here is the console log:
Net state changed from IDLE to BUSY
Eh — 1868296701-warden_bin_i18n_warden.js:67:4056Net state changed from BUSY to IDLE
The source list for Content Security Policy directive ‘script-src’ contains an invalid source: ‘‘strict-dynamic’’. It will be ignored.
Unrecognized Content-Security-Policy directive ‘worker-src’.
1868296701-warden_bin_i18n_warden.js:205:542
Mo {stack: “Ob@https://docs.google.com/static/macros/client/js…1-warden_bin_i18n_warden.js:146:178↵[native code]”, message: “There was an error during the transport or process…this request. Error code = 10, Path = /wardeninit”, name: “TransportError”}
Eh — 1868296701-warden_bin_i18n_warden.js:67:4056Net state changed from IDLE to BUSY
Eh — 1868296701-warden_bin_i18n_warden.js:67:4056Net state changed from BUSY to IDLE
Eh — 1868296701-warden_bin_i18n_warden.js:67:4056Net state changed from IDLE to BUSY
Eh — 1868296701-warden_bin_i18n_warden.js:67:4056Net state changed from BUSY to IDLE
The source list for Content Security Policy directive ‘script-src’ contains an invalid source: ‘‘strict-dynamic’’. It will be ignored.
Unrecognized Content-Security-Policy directive ‘worker-src’.
1868296701-warden_bin_i18n_warden.js:205:542
Mo {stack: “Ob@https://docs.google.com/static/macros/client/js…1-warden_bin_i18n_warden.js:146:178↵[native code]”, message: “There was an error during the transport or process…this request. Error code = 10, Path = /wardeninit”, name: “TransportError”}

6

I have been making some minor changes to the reporting code in the past weeks to clean up some errors that were being thrown but I don’t believe they should have affected this report in this way.

I just ran a P&L report with the current build of Tiller Labs on two personal spreadsheets—“all accounts”, “last quarter”— and they both ran fine.

Is it possible there are issues with the way your dates are input in the Transactions sheet. Can you try applying the formatter “m/d/yyyy” to the Date column in the Transactions sheet?

This is a puzzle, @ros.
Randy

P.S. Sorry I missed your post the first time around.

7

Randy,

I changed the date format of the Date column in the Transactions sheet to ‘m/d/yyyy’ and that worked!

My P&L reports is now correctly grouping by date.

8

Sorry for the hassle, @ros. I know that date formatter shouldn’t matter but the way that the Google Sheets API reports cell contents to the add-on scripts is somewhat limited. Can you tell me what format you had the Date column set to?

Glad to hear you’re back in business.
Randy

9

Thanks for helping me @randy

The date was previously set to “d-MMM” (5-Aug).