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menna-yasser-lem
Level 1
posted
‎January 03, 2021 08:45 AM
last updated ‎January 03, 2021 8:45 AM

Can I extract P&L by class but also by month and not showing total year only?

 
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1 Comment 1
JonpriL
Moderator
Moderator
‎January 03, 2021 05:41 PM

Can I extract P&L by class but also by month and not showing total year only?

Hello @menna-yasser-lem,

 

You can pull up and customise your Profit and Loss by Month report to see your transactions for a certain class. Let me show you how.

  1. Go to Reports.
  2. Select Profit and Loss by Month.
  3. Click Customise.
  4. Choose the appropriate report period. Say Last month.
  5. Under Filter, select Class.
  6. On the Class menu, select a certain class you wanted to show up on your report.
  7. Click Run report.

In addition, here's an article you can read to learn more about how you can customize a report: How to get the most out of your financial reports?

 

Lastly, I've also included this helpful article in case you wanted to automate your report after customizing it: Everything you need to know to get started with Memorized Reports.

 

If there's anything else that I can help you with, please let me know in the comments below. I'll be here to lend a helping hand.

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