Skip to main content
Answer

Is it possible to design financial statements by project?

  • November 25, 2022
  • 2 replies
  • 141 views
S
Jr Varsity III
Forum|alt.badge.img

Hi all,

when you design a report, you need to define the data source in the column set / row set. I could only see dimensions listed below. Is there any possibility to have “project” here? We’d like to have financial reports by project. I know there are several reports under project, but is there any one of them that shows financial results of multiple projects for comparison? Thanks a lot!

 

Best answer by Laura03

Yes, it is possible to report on projects in the Financial Report Design screens.  To see Project Fields in the Data Source, select Type = PM.

 

Laura03
S

2 replies

Laura03
Captain II
Forum|alt.badge.img+19
  • Laura03
  • Captain II
  • Answer
  • November 25, 2022

Yes, it is possible to report on projects in the Financial Report Design screens.  To see Project Fields in the Data Source, select Type = PM.

 

~ Laura Barber, WM Synergy
Chris Hackett
S
Jr Varsity III
Forum|alt.badge.img
  • shuang57
  • Author
  • Jr Varsity III
  • December 1, 2022

Thanks @laura01 changing the type to PM solves everything

Laura03
Chris Hackett
Terms & ConditionsCookie settingsAccessibility statement
About Acumatica ERP system
Acumatica Cloud ERP provides the best business management solution for transforming your company to thrive in the new digital economy. Built on a future-proof platform with open architecture for rapid integrations, scalability, and ease of use, Acumatica delivers unparalleled value to small and midmarket organizations. Connected Business. Delivered.
© 2008 — 2024  Acumatica, Inc. All rights reserved