Hello to all. I have created a PM report that lists all my projects as the first column and then revenue by month. The report does exactly what I intended which is to show all my project revenue by month for the whole company but I now need to see project revenue within a branch.
I was hoping that in the report definitions / default data source settings - I would be able to request the branch. I do not have the option.
Any ideas how I can get this?
Best answer by Laura02
Hello
I agree with you, there is no way to request Branch or Company on Projects financial reports. I like your idea. I don’t see it in the Ideas section of this community: can you add your idea so we can vote?
Velix o is an ISV financial report writer add-on to Excel that may help you solve your need. Velixo can do general ledger financial reports as well as project reporting directly from the Acumatica tenants. Look for Velix o and Gabirel Michaud in this community for more information and perhaps a demo. Or contact your VAR.
Good luck!
Laura
+19Hello
I agree with you, there is no way to request Branch or Company on Projects financial reports. I like your idea. I don’t see it in the Ideas section of this community: can you add your idea so we can vote?
Velix o is an ISV financial report writer add-on to Excel that may help you solve your need. Velixo can do general ledger financial reports as well as project reporting directly from the Acumatica tenants. Look for Velix o and Gabirel Michaud in this community for more information and perhaps a demo. Or contact your VAR.
Good luck!
Laura
Wow Laura you are my Guardian Angel hahahaha - thank you. I will upload into ideas and as far as Velexio - yes looking into it but was aiming at 2024 as I wanted to stabilize our implementation first.
Thanks again!
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.
