# Custom Report for Projects **URL:** \ **Category:** Uncategorized\ **Created:** [December 15, 2023, 11:04am UTC](https://forum.manager.io/t/custom-report-for-projects/50411 "2023-12-15T11:04:57Z")\ **Posts on this page:** 8\ **Page:** 1
**Author:** ![siyab](https://avatars.discourse-cdn.com/v4/letter/s/b4bc9f/32.png) [@siyab](https://forum.manager.io/u/siyab)\ **Post date:** [December 15, 2023, 11:04am UTC](https://forum.manager.io/t/custom-report-for-projects/50411/1 "2023-12-15T11:04:57Z")
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](https://us1.discourse-cdn.com/flex019/uploads/manager1/original/3X/c/d/cd075c21fdc8e1356e815d1d345a976d9868553d.jpeg) Could someone help me out here? Columns i would need is 1. Project Name 2. Income 3. Direct Costs ---
**Author:** ![Joe91](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/joe91/32/35781_2.png) [@Joe91](https://forum.manager.io/u/Joe91)\ **Post date:** [December 15, 2023, 12:21pm UTC](https://forum.manager.io/t/custom-report-for-projects/50411/2 "2023-12-15T12:21:51Z")
What was the result of that report? ---
**Author:** ![siyab](https://avatars.discourse-cdn.com/v4/letter/s/b4bc9f/32.png) [@siyab](https://forum.manager.io/u/siyab)\ **Post date:** [December 15, 2023, 12:29pm UTC](https://forum.manager.io/t/custom-report-for-projects/50411/3 "2023-12-15T12:29:41Z")
![Capture](https://us1.discourse-cdn.com/flex019/uploads/manager1/original/3X/3/a/3aabf422522b8f1035de9a3c2c5e5c6a551c4871.jpeg) This is what i get. ---
**Author:** ![Joe91](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/joe91/32/35781_2.png) [@Joe91](https://forum.manager.io/u/Joe91)\ **Post date:** [December 15, 2023, 3:01pm UTC](https://forum.manager.io/t/custom-report-for-projects/50411/4 "2023-12-15T15:01:39Z")
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 ---
**Author:** ![Mabaega](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/mabaega/32/47471_2.png) [@Mabaega](https://forum.manager.io/u/Mabaega)\ **Post date:** [December 15, 2023, 3:44pm UTC](https://forum.manager.io/t/custom-report-for-projects/50411/5 "2023-12-15T15:44:22Z")
Maybe like this ![image](https://us1.discourse-cdn.com/flex019/uploads/manager1/original/3X/0/1/01e4b2bb0e5bea98dd5bddcf8474cfbcc6485b15.png) ---
**Author:** ![siyab](https://avatars.discourse-cdn.com/v4/letter/s/b4bc9f/32.png) [@siyab](https://forum.manager.io/u/siyab)\ **Post date:** [December 19, 2023, 9:03am UTC](https://forum.manager.io/t/custom-report-for-projects/50411/6 "2023-12-19T09:03:39Z")
thanks alot… this worked fine ---
**Author:** ![siyab](https://avatars.discourse-cdn.com/v4/letter/s/b4bc9f/32.png) [@siyab](https://forum.manager.io/u/siyab)\ **Post date:** [January 4, 2024, 10:47am UTC](https://forum.manager.io/t/custom-report-for-projects/50411/7 "2024-01-04T10:47:58Z")
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 ---
**Author:** ![Joe91](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/joe91/32/35781_2.png) [@Joe91](https://forum.manager.io/u/Joe91)\ **Post date:** [January 4, 2024, 11:37am UTC](https://forum.manager.io/t/custom-report-for-projects/50411/8 "2024-01-04T11:37:02Z")
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