Drilling down in the Profit and Loss Report

csm
csm Member Posts: 4 Novice Member Novice Member
edited September 25 in Reckon One Ideas

It would be good to be able to run a profit and loss report and extract information from this report alone without having to run a ledger transaction report (which can take a long time to run). Eg, if you wanted to check general program expenses for a certain project, you could click on the amount and it would only bring up the expenses for that project instead of all general program expenses that have been entered.

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  • John Angelico
    John Angelico Member Posts: 19 Reckoner Reckoner

    Agree - the concept of "drill-down" in the data isn't carried into the next level. 🤨

  • Jean_10862158
    Jean_10862158 Member Posts: 128 Reckon Star Reckon Star

    I have just checked, and if you click on the $ value in the Amount column, it does open up (or drill down) into an account enquiry with details. However, the detail is lacking in the account enquiry report. It gives the supplier but no details of the description that was typed in for each specific purchase. For that I have had to go and find the original document. There is plenty of space between Tax Code and Amount to accommodate a description.

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