Contacts are often added without complete reporting tags assignment. They may get tagged afterwards or tags may change for any reason. I find that such tagging/re-tagging does not get reflected in the P & L. for example, I have a custom reporting tag 'Sale Type'. This was not assigned for some of the customers. I have assigned these tags now - and they have sales transactions already in the system - but, the P & L segment for this tag does not get refreshed .
My sense is that though invoices were posted when tags were not assigned to the customers, ALL transactions for a contact should automatically be picked up by the report, based on the contact's tag.. The primary reference should be the CONTACT and not the invoice.
I hope I have explained it clearly. Can this be looked into?