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davidspann
July 11, 2023
Question

Project Reporting

  • July 11, 2023
  • 1 reply
  • 0 views

Hi, we have the projects module which we use. Is there a way of running a report on the projects to:

 

1. Obtain a list of projects that were in project at a particular date (ie year end)?

&

2. Once obtained that list, is there a way of pulling in the costs incurred on the project at that date?

 

Thank you

1 reply

JessT
JessT
July 11, 2023

Hi David,

 

Welcome, and thank you for posting your question about the report you need. I understand you want a list of projects in a certain period and their accumulated cost. I'll help you out.

 

We can achieve this by customizing the Project Profitability Summary report. It already shows the running cost of each project on a given date, and therefore we only need to filter the ones that are In Progress. 

 

  1. Go to Reports.
  2. Search for Project Profitability Summary and click it from the suggestion.
  3. Click Customise.
  4. Change the Report period.
  5. Expand the Filter section.
  6. In the Project Status filter, select In Progress.
  7. Click Run report.

 

  

Since this is a profit report, you’ll want to export the data to Excel to remove the other columns that you don’t need.

 

Please don’t hesitate to comment here if you need further assistance. We’ll be more than happy to continue helping you.

D
davidspannAuthor
July 12, 2023

Thank you so much 

AlcaeusF
AlcaeusF
July 12, 2023

Hello David,

 

I'm glad to know my colleague was able to help you with your concern about the project report. Please know that we're always available in this public space anytime you need assistance with QuickBooks Desktop.

 

You can click the Reply button below and we'll be sure to help out. Take care.

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