Customize Reports and Email
Navigate to the Reports Page
Open Profit and Loss Report
On the Profit and Loss report page, click Customize.
Familiarize Yourself with Customization Options
You’ll notice that there are several options available for customizing your reports. If you’ve got some time, try playing with the different customization options to see what they do. You won’t hurt anything, and you don’t have to save your experiments.
Customize a Profit and Loss Report
Next go to Header/Footer and change the Report Title to Profit and Loss by Month. Click Run Report to see your custom Profit and Loss by Month report.
In the Save Report Customizations window, check the Add this report to a group box. Then type a name for your new report group into the text box, for example “Management Reports.”
Click Add Management Reports from the dropdown menu options available and click OK when you’re finished.
Save your new report group when you’re finished.
Retrieve Custom Reports
Create a Custom Sales Report
Now let’s create a custom sales report. For example, how about one for “Sales of you Design services by Customer” broken down by month?
To do this, go to the main Reports screen and type Sales into the search box. Then, from the dropdown menu options available, choose Sales by Customer Summary.
Next change the Transaction Date to Last Quarter. To do this, click on the box next to Transaction Date.
Choose Last Quarter from the dropdown menu options available.
At the top of the screen, click on Customize.
Enter Sales Report Customizations
Now go to Lists and choose Design for your Products/Services.
Finally, go to Header/Footer and title this report “Quarterly Design Sales by Month” then click Run Report.
In your Custom Sales Report, you can see that Design sales lagged in January, but picked up by March. Don’t forget to save your customizations by clicking Save Customizations at the top of the screen.
Add this report to your Management Reports group, following the same steps you did in the last example.
Set Email Schedule for Reports
Click on the name of the report group, in this case “Management Reports” then click Edit.
Click Set the email schedule for this Group. Enter your partner’s email address into the “To” field below, then click Edit Schedule.
Edit Email Schedule
Back on the Report Group Settings page, click Save. Now all the Management Reports will get run automatically and sent to your partner on the first Monday of each month.
Explore Different Kinds of Reports
For example, if you do projects for customers, customize the Profit & Loss report with a Customer column to see your profits by project.