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Yo_Be_Low2
Level 3

P&L report excluding certain classes but including not-specified

We use classes to segment projects and different lines of business. However, there are many corporate transactions for which a class is not specified. I'd like to run a P&L that includes transactions with certain class designations AS WELL AS those for which the Class is Unspecified. I don't see a way to do this other than by generating a P&L for all classes, exporting it to Excel, deleting the classes I don't need, and sum up the results. This is a huge pain and has to be re-done every time there's new data.

 

Question 1: Is there a way to generate a P&L and filter by certain classes AND unspecified?

 

Question 2: If the answer to question 1 is No, then I suppose I could go in and add a Class to all transactions for which class is currently unspecified. Is there a way to do this in bulk? I can't take the time to individually edit thousands of transactions that have no Class specified.

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