Profit & Loss Report workflow question - no transactions meet criteria

[WL95]

I have a question about the Profit & Loss Report workflow from Tiller Community Solutions.

I am currently trying to use the template, but no matter what I do, it comes up that no transactions meets the criteria.

Am I missing something obvious?

I have plenty of transactions in the transactions tab

[Caroleen]

Doesn’t solve your specific question, but may get you the same answer in another way – have you tried the new Live Profit & Loss sheet? You can find it in the Tiller Community Solutions add on. Perhaps that will work for you without generating the same issue.