{"id":139753,"date":"2026-07-14T08:59:54","date_gmt":"2026-07-14T08:59:54","guid":{"rendered":"https:\/\/docs.daftra.com\/?post_type=faq&#038;p=139753"},"modified":"2026-07-14T08:59:58","modified_gmt":"2026-07-14T08:59:58","slug":"what-happens-when-only-the-from-or-to-date-is-set-in-the-balance-sheet","status":"publish","type":"faq","link":"https:\/\/docs.daftra.com\/en\/faq\/what-happens-when-only-the-from-or-to-date-is-set-in-the-balance-sheet\/","title":{"rendered":"What happens when only the &#8220;From&#8221; or &#8220;To&#8221; date is set in the Balance Sheet?"},"content":{"rendered":"<p class=\"font-claude-response-body break-words whitespace-normal\">The <strong>&#8220;From&#8221;<\/strong> and <strong>&#8220;To&#8221;<\/strong> fields in the Balance Sheet report are both optional, and the report behaves as follows in each case:<\/p>\n<ul class=\"[li_&amp;]:mb-0 [li_&amp;]:mt-1 [li_&amp;]:gap-1 [&amp;:not(:last-child)_ul]:pb-1 [&amp;:not(:last-child)_ol]:pb-1 list-disc flex flex-col gap-1 pl-8 mb-3\">\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\"><strong>If only &#8220;From&#8221; is set:<\/strong> the report displays account balances from that date up to today.<\/li>\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\"><strong>If only &#8220;To&#8221; is set:<\/strong> the report displays account balances from the beginning of records up to that date, including opening balances.<\/li>\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\"><strong>If both fields are left empty:<\/strong> the report displays data up to today (default behavior).<\/li>\n<\/ul>\n<blockquote class=\"ml-2 border-l-4 border-[hsl(var(--border-300)\/0.1)] pl-4 text-text-300\">\n<p class=\"font-claude-response-body break-words whitespace-normal\">The selected period appears in the report header and in printed and exported copies. Clearing either field and clicking <strong>&#8220;View Report&#8221;<\/strong> again returns the report to its default state.<\/p>\n<\/blockquote>\n","protected":false},"author":17,"template":"","categories":[2094,2095,10385],"tags":[],"class_list":["post-139753","faq","type-faq","status-publish","hentry","category-accounting-reports","category-accounting-reports-2","category--en"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>What happens when only the &quot;From&quot; or &quot;To&quot; date is set in the Balance Sheet? - Daftra Knowledge Base<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.daftra.com\/en\/faq\/what-happens-when-only-the-from-or-to-date-is-set-in-the-balance-sheet\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"What happens when only the &quot;From&quot; or &quot;To&quot; date is set in the Balance Sheet? - Daftra Knowledge Base\" \/>\n<meta property=\"og:description\" content=\"The &#8220;From&#8221; and &#8220;To&#8221; fields in the Balance Sheet report are both optional, and the report behaves as follows in each case: If only &#8220;From&#8221; is set: the report displays account balances from that date up to today. 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