Add Quantity as a column in the Profit and Loss Report

Requirement: The Customer wants to add Quantity as a column in the Profit and Loss Report.

Solution:

By design, the quantity field is not available for financial reports. This is currently as system limitation 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:

1. From the Transaction Detail Report, click “Customize”
2. Go to Filters tab
3. Expand Transaction Type folder > add Transaction Type Long Name
4. Filter: equal to
5. Select desired Transaction types to be pulled in the report
6. Click Preview/Save.