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Customized profit and loss report

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This question has been flagged
reportcustomization
2 Replies
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Nikita Gautam

Hi!

I am trying to create customized P&L report for which i have 3 heads in Revenue as per the product categories we manufacture.

The formula used in computation in all 3 is "[('account_id.account_type', '=', 'income')]"

However, sale made in one category is being reflected in all. 

what should be added in formula to differentiate all 3. I know the formula just have account type and does not have account_id. 

where to look for it and how to add it. 

It would be great if you could give an example.

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Nikita Gautam
Author

I don't have karmas so putting it as comment.
Hi Ajin, it didn't work. To give more context, i have 3 sources of direct income. I want to distinguish based on these heads and reflect in P&L report.
Also, couldn't find account type under configurations.

Ajin A K

You need to enable the developer mode to see the account type menu and if you find you can use the second suggested code I mentioned below.

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Nikita Gautam
Author Best Answer

got the solution, used  [('account_id.code', '=', '20%')]that is going with code instead of account type.

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Ajin A K
Best Answer

Dear Nikita,

Use the below formula to achieve this.

[('account_id.user_type_id', '=', 13)]

If you can include multiple account id like below

[('account_id.user_type_id', '=', [8, 23])]

We can get the account type id from Accounting -> configurations ->Account Type -> Database ID


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