OLD P&L report - compare tracking options to be brought into new P & L reports
In the old P&L reports there was an option to compare jobs(tracking options) for a selected period. There was an option to filter the exact period (eg 1 month or 6 months) and it also displayed the line items relevant to the job for that month (eg individual COGS lines) It was used to compare Job COGS to a Project Management program used by the business.The new P&L has very limited features particularly relating to filtering. The only option we see now is hours of opening each job, line by line (as it shows all the jobs with no way of filtering) this is not an option at EOM - The Tracking Summary report is not suitable either as it doesn't show line items (although you can filter by month or period) What other report can be created or offered?
Liz Richards
shared this idea
Hi team, returning to the idea here I believe what you're after is now available in the new Profit & Loss report. You can edit the report layout to add individual tracking columns and once all set up and saved as you like save the report as custom so you can easily access this anytime you need.
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Stephen Lowe
commented
A P&L for a tracking category should be able to be run with prior year periods...this is a pretty basic functionality which is not available as advised by Xero support.