Account management
Yes, we can personalize the report to get the details you need, @Aaronnickell. I’ll share some steps and help you go over your report, then filter it properly.
Classes are generally for categorizing business departments or different services your business may provide. Projects are for tracking and analyzing the profitability of a job. If you have a project-based business, you’ll want to run an individual profitability report for each project.
Here’s how:
- On the left pane, select Reports.
- Search for Project Profitability report.
- Select Customize.
- Go to the Filter dropdown, tick Class and Product/Service.
Please know you can also run the report from the Projects menu. From there, select the project name, then the Project Reports tab. You can also include other projects using this report.
You also have the option to pull up the Profit and Loss by Customers. This will help you view your income, expenses, and net income (profit or loss) to all customers or projects.
If you have any other concerns about pulling up or customizing a report, feel free to leave a comment below. I'm always here to help. Have a good day and more success in your business.
