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March 20, 2023
Solved

Construction Business - Reports for Cost Value Reconciliations

  • March 20, 2023
  • 1 reply
  • 6 views

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?

Best answer by GeorgiaC

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
Level 13
March 20, 2023

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.