You can report up to and including the most recent completed month. If needed, you can amend your charts to show a different reporting period, such as monthly, two monthly, quarterly, and annually. You can find details of how to work with charts here.
Yes, you can begin with one of our standard templates and make any changes you need, then use the Save as template option to save your template for future use. You can find further information on editing your report here.
