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Custom summary report

How do I create this report?

Choose Reports > Custom Reports > Summary.

What this report tells you

You use this report to create customized income statements that show the profitability of some aspect of your business. The result is similar to a standard profit and loss report, but unlike a profit and loss report, a custom report can show you the bottom line profitability of jobs, items, or classes.

When you create this report, the Customer Summary Report window appears. You can choose how you want the report to break down the profit and loss data using the From the Row Axis drop-down list. For example, click the Row Axis drop-down list and choose Job to change the report to show your profit or loss for each job on your Customers & Jobs list.

To see a list of the transactions that make up an amount, double-click the amount.

See also

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