P&L Filtered by Class or Location | Feature Requests

P&L Filtered by Class or Location

planned

Matthew Hall

It would be helpful if I could see the "total tool side" from Jan-Dec by month.

Created by Roslind Burks

March 15, 2022

Heidi Hartley

I commented elsewhere on this... Currently I can filter a class, but the report just says "Income Statement" at the top. I need the name of the class I'm filtering for to show up in the report name. I work with REI clients.

Jillian Plank

marked this post as

planned

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.

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.