How To Create a Project Level P&L in LiveFlow?

There are two different ways to do this.

• Method 1 is to filter the P&L report by a customer/project.
• Method 2 is to set each customer/project into its own column on the P&L.
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Method 1:

1. Open LiveFlow
2. Go to the Create Report tab
3. Select a Profit & Loss report
4. Click on Show Filters
5. Click on Filter by Customer/Project
6. Select the filter called Filter by Customer/Project
7. Click Create Live Report to import the P&L report
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The result? See an example below

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Method 2

1. Open LiveFlow
2. Go to the Create Report tab
3. Select a Profit & Loss report
4. Select the Display Columns By dropdown
5. Set it to be Customer
6. Click Create Live Report to import the P&L report‍

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And below is the result of choosing Display Columns By: Customer
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