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.
Method 1:
- Open LiveFlow
- Go to the Create Report tab
- Select a Profit & Loss report
- Click on Show Filters
- Click on Filter by Customer/Project
- Select the filter called Filter by Customer/Project
- Click Create Live Report to import the P&L report
Method 1- How to filter a P&L by Customer/Project in LiveFlow
The result? See an example below
Method 1 Result - Live Profit & Loss report filtered by a customer/project
Method 2
- Open LiveFlow
- Go to the Create Report tab
- Select a Profit & Loss report
- Select the Display Columns By dropdown
- Set it to be Customer
- Click Create Live Report to import the P&L report
Method 2 - Live P&L Report with Display Columns By Customers
And below is the result of choosing Display Columns By: Customer
Method 2 Result - Live P&L Report with each customer listed as its own column