Name of Feature/Request: Ability to filter P&L Report by Customer/Vendor Assignment
What financial, time savings, or quality of life improvements will occur from this: Ability to filter P&L Report by Customer/Vendor Assignment. | Frequency: Multiple times a month - Anytime the P&L Report needs to be run | “We run P&L reports for our account managers, which are set up as employee assignments on our customers. Examples:Customer A - Assignment: Employee 1Customer B - Assignment: Employee 1Customer C - Assignment: Employee 1Customer D - Assignment: Employee 2Customer E - Assignment: Employee 2Customer F - Assignment: Employee 2 Would like to run a P&L for Employee 1’s customers and then a separate run for Employee 2’s customers.”
Attempted Solutions So Far: There is the feature to “Limit access to this customer/vendor based on assignments below” at the Customer/Vendor Assignment level if the permission “Customer/Vendor: Access All” is removed from the User Role to limit the viewable data based on Assignment.
Digging deep - Any additional Why behind this request / How was this accomplished before Striven in what system or software: Original Description: Is it possible to run a P&L report for a specific set of customers? We run P&L reports for our account managers, which are set up as employee assignments on our customers. Examples: Customer A - Assignment: Employee 1 Customer B - Assignment: Employee 1 Customer C - Assignment: Employee 1 Customer D - Assignment: Employee 2 Customer E - Assignment: Employee 2 Customer F - Assignment: Employee 2 Would like to run a P&L for Employee 1’s customers and then a separate run for Employee 2’s customers. | Previously accomplished: Just using the existing search functions in the P&L report currently.
StrivenID: 2624461