P&L Filtered by Class or Location
planned
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Jillian Plank
planned
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Tiffany Bogle
The important component of this would be to filter out certain classes (same goes for location/project, etc) as desired. I may only want a report to run for 2 classes instead of all 7 - for the client.
Same is true for in reporting as well as closing task reports - I want to be able to filter and sort the dimensions that I want reported on instead of it pulling every one from QBO.
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Jessica Dion
I have mainly contractors and real estate investor clients - being able to pull reports by class from Keeper to go along with the report package instead of a separate job/property report from QBO would be a major help. Reports by location would be helpful as well.