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Customizing the Client Profitability Report
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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