There isn't a report that automatically rolls forward on its own. You can produce the same thing on demand, and it takes a few seconds once your documents are in. SparkReceipt also has no setting for a default date range, such as a financial year, or a default report format.
Getting a 12-month expense and income report
Use the Reports feature in either the web or mobile app and set a custom date range covering the last 12 months. The report includes both expenses and income for whatever range you pick, and you can choose CSV, Excel (XLSX), or PDF.
Because the range is yours to set, "rolling" is a matter of creating the report again when you want it up to date. Each run reflects every document entered up to that moment. See How to create reports in SparkReceipt for the full walkthrough, including the other filters you can apply.
Repeat a report without setting it up again
In Reports, every report you created keeps its settings:
- Run again creates the same report, with the same dates and format, from your documents as they are now.
- Open in report builder opens the Create report page with that report's settings filled in. Move the dates forward to the latest 12 months, or to your financial year (for example July 1 to June 30), and export.
For an expense report in your inbox every month without any clicks, turn on Report emails in Account settings. See How to create reports in SparkReceipt.
A live view instead of a report
If what you actually want is to watch the last 12 months rather than export it, the Overview screen is usually the better tool. It shows income, expenses, net, and profit & loss over a date range you select, and updates as documents come in, with no report to generate.
The Overview date picker has presets for common periods (This Month, This Quarter, This Year, Last Year, and so on) plus a Custom Range option you can set to any 12-month window. There's no one-click "last 12 months" preset in either the Overview or the Create report page, so a rolling year is a custom range in both cases. The Overview keeps the dates you pick in the page address, so you can bookmark it with your range.
See Using the Overview screen for what each widget shows.
Which to use
- Need a file to send to an accountant, or to keep for your records? Use Reports with a custom 12-month range.
- Need to check how the year is tracking? Use the Overview screen and set the range once.