Customer wants to add Quantity as a column in the Profit and Loss Report.
By design, the quantity field is not available for financial reports. This is currently a system limitation and is logged under Enhancement 165316. This detail is available on more granular reports like Transaction Detail Reports under Reports > Financial > Transaction Detail. Alternatively, customer can utilize Transaction Detail Report as it shows the QTY column by default.
To see a Transaction Detail report:
- Go to Reports > Financial > Transaction Detail.
To filter what type of Transaction the customer wants to be shown on the report:
- From the Transaction Detail Report, click "Customize"
- Go to Filters tab
- Expand Transaction Type folder > add Transaction Type Long Name
- Filter: equal to
- Select desired Transaction types to be pulled in the report
- Click Preview/Save.
