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Project Log Report has a drop down under Select Format for PROJECT GROSS PROFIT report that is very helpful and would be much nicer if some additional options could be added that would be VERY useful in making better financial business decisions without having to pull 2 or 3 different reports that can be sorted by Customers based on Contract amount, Billed amount, Amounts Received (Cash Receipts), Cost with gross profit and % of profit.
1 - ADD a Sort By feature BY CUSTOMER
2 - ADD options to be able to SELECT what type of report(s) you want to see
a- Estimated Amounts, b- Actual Amounts, c- By Amounts Received to date!
showing **Contract Amount / **Billed Amount / **Cost to date / **Received to date / **Profit / **% (The Cash Flow Report does not have the mentioned information that is much needed all in one place.)
3- ADD another option to EXCLUDE projects with billings < $0.00 so it doesn't report on projects that haven't been started but yet we have the contract and budget in the system waiting for the job to start.
Lysa Drain
| Company | Marquis Tile, Inc |
| Job Title / Role | CFO |
| I need it... | Yesterday...Come on already |
Dear Viewpoint Suggestion Box contributor;
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Side note it would be nice once you perfect your report criteria to be able to save that criteria format to the "Quick Reports" Tab so all of your selections are picked already or even a special TAB
I am asked to run financial reports on a regular basis to keep the owners on top of who we are doing work for, how much & what is our percentage of profit (or loss)! The owner really wants a summary report that will list only our customers with a total of the contract amounts for COMPLETED JOBS, with all costs, and the difference with the PERCENTAGE OF PROFIT. As of now, I have to make my own from throwing the information into Excel. What takes me hours, could be done with a quick report.
This year, I PUT MY CUSOMTERS IN AS "PROECT MANAGERS" ON THE JOB CONTACT TAB and (after I went back into EVERY job and deleted our office PMs) THE REPORT WAS GREAT but with each project listed (not a summary)...….but this also took me hours because even though I did not select "office PM's name", it still divided the projects up using their names since there was more than 1 PM on each job's contact tab.