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Z
ZLCEnergy
July 12, 2023
Question

Project Reporting

  • July 12, 2023
  • 1 reply
  • 0 views

Hello

 

I want to produce a Project report that includes custom fields (Project Number, Budget).

 

I want to export to Excel

How on earth can I do this?  This seems such a simple request - it's very similar to the existing Project Profitability pdf report, but with my two custom fields on the end.

ProjectCustomer Income  Cost Profit MarginTimeStart DateEnd DateStatus

   

1 reply

G
GeorgiaC
July 12, 2023

Hi ZLCEnergy, thanks for posting on the Community. 

 

Custom fields are assigned at a transactional-level and as such it isn't possible to include these on the Project Profitability report which provides a summary of the income and expenditure. We can see how it would be useful to have a report which includes this option, and recommend leaving feedback for this by navigating to the Cog > Feedback in your QuickBooks account. 

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