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Mar 20, 2023 1:50 PM UTC
Solved

Construction Business - Reports for Cost Value Reconciliations

I need to download reports that detail by Project the costs accrued to date and revenue to date.  Is there a good report that will do this please?

GeorgiaCAnswer
Mar 20, 2023 4:51 PM UTC

Hi bcbjork, the project-specific reports can be found on the project under 'Project Reports' - this includes project profitability covering the total costs and income for the project. You can also run the Profit and Loss by Customer Report (you can run any customer-related reports to track your project’s profitability) and filter this to include only projects by clicking customise > filter > tick the customer box > tick all projects that you want to include on the drop-down > run report. 

1 reply

GeorgiaCAnswer
Mar 20, 2023 4:51 PM UTC

Hi bcbjork, the project-specific reports can be found on the project under 'Project Reports' - this includes project profitability covering the total costs and income for the project. You can also run the Profit and Loss by Customer Report (you can run any customer-related reports to track your project’s profitability) and filter this to include only projects by clicking customise > filter > tick the customer box > tick all projects that you want to include on the drop-down > run report.