Custom Report for Projects

1

Hi,

I am looking for a month-wise report for Projects. I would like to know the income & expenses associated to a project per month.

I have tried to create one, but obviously I am doing something wrong here.

Custom Report
Custom Report936×551 26.4 KB

Could someone help me out here?

Columns i would need is

  1. Project Name
  2. Income
  3. Direct Costs
2

What was the result of that report?

3

Capture

This is what i get.

4

You need to select columns with the debit and credit amounts
The columns you have selected indicate if the transaction is a project cost or income

They should probably be in an Where selection

5

Maybe like this

image
image883×702 19.9 KB

1 Like
6

thanks alot… this worked fine

7

Hi,

We just want a small tweak in this report.

  1. We just want the totals rather than each individual transaction amount.
  2. We have 3-4 accounts under Direct Costs (COS, Equipment, Overtime & Freight), we want these expenses to appear in different columns.
  3. Margin column (Income minus COS minus Equipment minus Overtime minus Freight)

I am showing a sample template below on how we would like to present to the board.

Project Name Income COS Equipment Overtime Freight Margin
Project ABC 1,000.00 100.00 50.00 20.00 15.00 815.00
Project DXC 800.00 200.00 58.00 100.00 25.00 417.00
Project XYZ 20,000.00 1,250.00 5,000.00 1,500.00 250.00 12,000.00

Thanks

8

You will have to use another tool to produce a report in this format - for example Excel

You could copy your custom report to the clipboard, then paste the data into Excel and use a macro or function to create a reformatted report.

Although if the volume of data is not great, you could just enter the figures manually in Excel from the printed custom report