Can I create a project proiftability saved search that will pull the correct cost, revenue, actual cost, actual revenue, and margin?

AI generated answer (using internal Slack threads):

Yes, you can create a project profitability saved search that will pull the correct cost, revenue, actual cost, actual revenue, and margin. Here's a general approach: 1. Create a new Transaction Saved Search: Go to Reports > New Search > Transaction. 2. Define your Criteria: You'll want to set your criteria to filter for the specific transactions you're interested in. This might include Sales Orders, Invoices, or other transaction types that impact project profitability. 3. Define your Results: This is where you'll specify the fields you want to pull into your saved search. For project profitability, you might include fields like: - Gross Amount (Revenue) - Total Cost (Cost) - Net Amount (Margin) - You can also include custom fields if you have them set up to track actual cost and actual revenue. 4. Summary Type: For each field in your results, you'll want to set the summary type to 'sum' to get a total across all transactions. 5. Group or Sort your Results: You might want to group your results by Project to see profitability on a project-by-project basis. You can also sort your results to see which projects are most profitable. Remember to save and run your search to see the results. You can also schedule this search to run regularly and send the results to specific users or roles. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******