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Running into an issue creating a job profitability and margin report by customer. I am using Quickbooks Advanced Reporting and followed this guide: QuickBooks Advanced Reporting – Building A Report - insightfulaccountant.com
My dimension is Transactions.Customer Full Name
My expressions are for sales revenue, cost, profit, profit margin, and sales rep. Everything looks good except for the cost column. This is the definition I am using: sum({<$(vExprCogs)>}[Transactions.Amount With Sign])
My cost column is filling in all 0's.
I also am trying to figure out how to have that column show not only COGS associated with that job but also payroll expenses associated with that job.
Appreciate any help, and please talk to me as if I know nothing about what I am doing.
Kathryn,
I'm at a client this week. Please feel free to email me oscar.ortiz@naturalsynergies.com. I've got a flight out Friday afternoon but could be available at about 1:30pm eastern time. Otherwise, I can do tomorrow evening. No charge, i could set up a join.me session if you like. Let me know what works via email.
Thanks
Oscar
Kathryn,
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Thanks
Oscar