Is it possible to design financial statements by project?

  • 25 November 2022
  • 2 replies

Userlevel 4

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 Laura02 25 November 2022, 23:24

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2 replies

Userlevel 4

Thanks @laura01 changing the type to PM solves everything

Badge +18

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.



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