Zap Data Hub lets you modify the reporting period on your Access Ledger reports, including the Trial Balance, so you can switch from the default financial year (01/07–30/06) to a calendar year (01/01–31/12). This is useful when preparing reports for clients who operate on a calendar year basis.
1. Open the Access Accountant Solution
Log in to Zap Data Hub
Open the Resource Explorer (folder ellipsis on the left-hand side)
Expand Public > Access Accountant Solution
2. Copy the Trial Balance report to your personal folder
Expand Compliance Reports
Right‑click Trial Balance and select Copy
Under the Personal section, right‑click your folder and select Paste
Double‑click the copied report to open it
Note: Copying the report ensures you do not make changes that affect all entities.
3. Edit the report
Click the Edit (pencil) icon
Click the < arrow to expand the Connection and Query slicers
4. Update the Calendar slicer
Under Slicers, double‑click the
{...} CalendarslicerDouble‑click Current Month to open its settings
5. Change the date hierarchy
Under Connection > Access Accountant Solution, double‑click Date
Drag Calendar YQMD into the Date hierarchy field
Click Apply
6. Apply the same update to other date slicers
Repeat the same drag‑and‑drop action for each slicer:
Current Year
Last Complete Month
Last Complete Year
Years to Current
This ensures the entire report uses the calendar year hierarchy.
7. Save the report
Click the Save icon
Close the editor when saving is complete
Running your report
When you run the updated report:
Your date slicers will now display 202X
The financial year view 202X/202X will no longer appear
Selecting a calendar year will produce the correct trial balance for 01 January – 31 December