Report that displays account and project balance in a single row

It would be great to have a report that displays that account & project balance in a single row.  Currently you can summarize by project, but when you export to do analysis you can't do a lookup to the data on the project.  Trying to get balance data through query is cumbersome and time consuming (trying to run for a single project took over 20 minutes - I stopped timing.  I can only imagine trying to run for multiple projects or the entire db if needed).

 

For example:

Project # Project Description Account # Account Description Balance
Project # Project Description Account # Account Description Balance

Where each line is either a different project or a different account.  

  • Kierstin Sykes
  • Jul 29 2019
  • Needs review
  • Attach files
  • Kathryn Steffan commented
    13 Apr, 2020 04:09pm

    This would be very effective for my team as well!