Profit & Loss by Job report

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  • Updated 3 months ago
Profit & Loss by Job Report.
We have Customers & Jobs set up for the different Sites we work at. 
Is there a way to change this report so that it just shows a total for each Customer and not each job. 
I can modify the report with filters by the name of each job for most of them as we only have one job for each customer, however there is one Customer we have more than one Job going at any one time, which I am just after a total for this customer.
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Larissa Hicks

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Posted 3 months ago

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Linda Putland, Accredited Partner

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You could try exporting the report - but making sure that Auto Filtering is turned on before exporting (see the Advanced tab when you click Export)... then when you open the report in Excel you should be able to filter across the top to roll up the jobs to a single customer total?
Hi Larissa

Try Custom Summary Report - Filter>date - all >Account - all inc/exp > Name - Customers>multi names & tick the customers only not the jobs  - On display tab - Accrual > display column - total only > Display rows - Customer.

If it works for you - modify>Header/Footer - rename report Title (cust.summary) > Fonts if you want - and memorise the report for future.