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Customizing the Client Profitability Report

edited Jan 3, 2020 12:26AM in Search / Reporting

In general, the standard Client Profitability Report works well for us, with some minor modifications.  One thing  we'd love to show or bring forward is the Sales Order number as a column in this report - some of our sales orders contain more than one project, and our exec team/ownership thinks in terms of sales and not projects.  Is this possible? 

I *have* been able to do this when I created a saved search, but the drill down is very ugly and I'd prefer to use a report if at all possible.

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