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.
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
![Live Profit & Loss report filtered by a customer/project](https://cdn.prod.website-files.com/61f27b4a37d6d71a9d8002bc/62cd929d7c8d8e1772df819d_Screenshot%202022-07-12%20at%2016.25.30.png)
The result? See an example below
![Live P&L Report with Display Columns By Customers](https://cdn.prod.website-files.com/61f27b4a37d6d71a9d8002bc/62cd9303c29639f166f7b285_Screenshot%202022-07-12%20at%2016.27.42.png)
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
![Live P&L Report with each customer listed as its own column](https://cdn.prod.website-files.com/61f27b4a37d6d71a9d8002bc/62cd9439296114d4fc046454_Screenshot%202022-07-12%20at%2016.32.48.png)
And below is the result of choosing Display Columns By: Customer
![How to disable auto-refresh](https://cdn.prod.website-files.com/61f27b4a37d6d71a9d8002bc/62cd9502c505f225480b6287_Screenshot%202022-07-12%20at%2016.35.08.png)