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Yearly profit by Account

hheyermanshheyermans
in Migration
Trying to Migrate from V2 to V3 and on V2 there was a table that showed "Yearly Profit% by account". Is there anyway I can get that table on V3? It was something I used allot.

Comments

  • VidasMatelisVidasMatelis
    You will need to create this report manually:
    1. From Yrly tab select bottom report. When selecting, make sure to include filter area with "Mths-Initial". Click CLTR+C
    2. Go to the bottom or right side empty area and Paste report CTRL+V
    3. From them Pivot Table Fields pane Values area remove all measures except Profit %
    4. Move Year from "Rows" to "Columns" area
    5. To filter area add Dates->Years-Last5 and select "Yes"
    6. To Rows area add Account.
    7. Go to Design->Grand Totals->select "On for columns Only"
    8. Optionally you can apply conditional formatting.
    9. Done



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