Monthly P&L for Projects

[TerryMcGill]

Hi,

Custom Reports seems very basic? Am i able to run a full P&L, by Project Month on Month?

Kind Regards,

Terry

[QFMathew]

Hi @TerryMcGill

The custom reports are mainly for doing some basic calculations on various nominal codes, although we’re always open to suggestions.

I think what you’re looking for is something like the segmented profit and loss report, but for projects? If that’s the case, please see a previous response below:

@QFMathew

The profit and loss report for the project tags works in the same way as our main P&L report does.

At the top of the report you have the option to set a start and end date. You could select a specific month here to view the income and expenditure.

The segmented P&L report doesn’t exist for project tags, but you’re welcome to start a feature request topic for this, if this is what you’re looking for.

I don’t believe a feature request was actually started for this, but I’m more than happy to move your post into the Feature Request category if you wish, and we’ll monitor the interest in this?

[TerryMcGill]

Hi,

Thanks for the response and yes please if you could me the #feature category it would be very useful.

Many Thanks,

Terry

[garethcthomas]

I would support having this functionality and allowing users to create their own unique basic reports (like mine shown below).