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Specific Customer Profitability Report - Help
Hello all. I need a little help on a saved search report. I would like to pull a profitability report for a specific customer and all the projects they are on.
The report would look just like the below from the native Customer Profitability report however I would like to just narrow it to specific customers.
This is the report I created below but when I try to narrow it down to customers its not a complete report with the COGS associated with the customer.
For example if I put our customer (name) Bernhard in the criteria I get partial data see below missing the COGS.
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