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jeanieCETS
Dec 18, 2024 9:11 PM UTC
Solved

Profit and Loss by Customer and by date range **DESKTOP VERSION**

We have the DESKTOP version and I want a report that shows what our profit margin is by date combined with BY CUSTOMER.  How do I find this report?

Rainflurry
RainflurryAnswer
Dec 20, 2024 1:37 PM UTC

@jeanieCETS 

 

Reports > Company & Financial > Profit & Loss Standard or Detail > Customize Report > Filters > Name > Select Customer(s) in the drop-down.  Modify the date range as desired.

 

  

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9 replies

FishingForAnswers
FishingForAnswers
Dec 18, 2024 10:35 PM UTC

@jeanieCETS  To make sure I'm understanding you right:

 

Are you wanting to see a P&L showing a column for each of your customers for a particular time period?

 

Or, are you wanting to see something more like a listing of each customer's jobs and associated profit margin for each job, totaled into blocks by customer for a particular time period?

 

Something else altogether?

 

The first one may have a workaround, but I can't think of anything that would do the second option.

 

For the third, may help to provide more detail; not 100% sure what you mean by your wording.

jeanieCETSAuthor
Dec 19, 2024 1:05 PM UTC

Thanks for your reply!

 

Examples are:

I want to see what our profit margin for a specific customer

1)  for all of 2024 or by month

2)  for as long as they've been our customer time or

3)  By each invoice number (we don't use the jobs function)

 

We're trying to see where we need to increase our profit margins on customers whose margins are too low.

Hope that helps...

Rainflurry
RainflurryAnswer
Dec 20, 2024 1:37 PM UTC

@jeanieCETS 

 

Reports > Company & Financial > Profit & Loss Standard or Detail > Customize Report > Filters > Name > Select Customer(s) in the drop-down.  Modify the date range as desired.

 

  

    AnaRose_Q
    Dec 18, 2024 11:34 PM UTC

    Let's work together to find the best solution that delivers the report that meets your business needs, jeanie. Rest assured, I'll be here to guide and support you throughout the process.

     

    Generating a Profit and Loss report for a specific customer on a particular date is not possible. As a workaround, you can create two separate Profit and Loss by Job reports: one customized by the desired date range and another by the specific customer. You can then export these reports to Excel for further analysis.

     

    Here's how:

     

    1. Go to the Reports menu.
    2. Select Company & Financial, then choose Profit and Loss by Job.
    3. Filter the Show columns dropdown to Customer Job. In this way, the profit margin by the customer will show.

     

    On the other hand, you can filter the specific date range you want to show. Follow the steps below:

     

    1. Go to the Reports menu.
    2. Select Company & Financial, then choose Profit and Loss by Job.
    3. Filter the Show columns dropdown to the specific date range. However, this will only display the total amount for the specific account. To view the transactions for specific customers, click the amount from the report.

     

    If you want to customize reports based on your business needs, visit this link: Customize company and financial reports.

     

    Once the process is complete, you can reconcile your accounts to ensure they match your real-life bank statements.

     

    Thank you for your active participation in our Community. We truly value your time and contributions. My team and I are committed to providing assistance and guidance whenever you need us.

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