Question

Trouble Bringing P&L Figures into Dashboard

  • 8 May 2023
  • 5 replies
  • 71 views
G
Rank

Hi All,

I’ve been browsing through the forums trying to figure out how to pull P&L figures into an inquiry that shows a P&L by accountID and subaccount and create a dashboard but the data that shows up in view inquiry is wrong. Several of the expense and revenue lines are missing from the data output and the subaccounts are wrong. Also the numbers pulled in are way higher than they should be. I did used to have ledger and subledger tables in the inquiry but they made no change to the data. We also only have one branch so dont need that. Here are some screenshots.

 

5 replies

Laura02
Rank
Badge +18

Hello @gspencer370 ,

Have you already searched the Acumatica Community for similar questions/answers? I noticed this similar item:

 

Good luck!

Laura ~ Klear Systems, Inc. Irvine, CA. ~ Please remember to "Mark Best Answer" to help those who are facing the same problem.~
G
Rank

I looked at those and those are just links to reports within Acumatica. I was looking for a GI that would pull all the P&L data so I can make my own dashboard.

Chris Hackett
Rank
Userlevel 7
Badge

Hi @gspencer370 were you able to find a solution? Thank you!

Chris ~ Let us know how we're doing: https://forms.office.com/r/xmJUdZ1QE5 - A member helped you, please *Like* their post. A member provided an answer to your question, please mark it as *Best Answer*.
Freeman Helmuth
Rank
Userlevel 4
Badge

Needing this as well so would love to see a solution to this.

G
Rank

Best I could do was make a pivot table of P&L but it just doesn't cut-it as far as formatting and flexibility goes. Hard to get totals where you want them etc.

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