Project Profitability Detail Report Shows "No Data Available"

Written by
Carmela Batalla
Published on
February 29, 2024 at 2:45:25 AM PST February 29, 2024 at 2:45:25 AM PSTth, February 29, 2024 at 2:45:25 AM PST

Scenario

Make the information on the Project Profitability Detail report show up as it shows "No Data Available" when selected even though amount are in the Summary

Solution

1. Navigate to Reports > Projects > Project Profitability Reports
2. Select Project Profitability Detail
3. Bottom left: Click on Customize
4. On Report Builder page, go to Filters tab
5. Filter: Remove lines not applicable based on customer's need
Note: Standard filter for the detail report contains:
Report Component: Customer/Project
Field: Inactive
Value: Filter : equal to False
6. Click Preview button
7. Compare the Project Profitability Summary total and Project Profitability Detail total, they should be equal
8. Click Save