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jdavis@roosterru
November 7, 2023
Question

How do I run custom report showing customer name, address and sales?

  • November 7, 2023
  • 5 replies
  • 0 views
Original commenter did not share additional details

5 replies

IrizA
November 7, 2023

Hello there, Davis. Let me help you Customize Reports in QuickBooks Online (QBO).

 

You can follow these steps to customize your report/s: 

 

  1. Go to Reports. 
  2. Search Sales by Customer Detail. 
  3. Click to Switch to classic view.
  4. At the top right corner of your screen, hit Customize. 
  5. In your Rows/Columns, tick the items that you wanted to see in your report such as the Address, Customer, and Sales.
  6. Press Run report. 

 

For more information about customizing your reports, you can check out this article: Customize reports in QuickBooks Online.

 

You may use this article as a guide on how to save your report with its current customization settings and more: Memorize reports in QuickBooks Online.  

 

You're always welcome to reply and tell me your concern regarding customizing your report or anything that relates to it. I'm always around and happy to help. Have a great day ahead. 

jdavis@roosterruAuthor
November 9, 2023

Thank you IrzA. Wondering if we have to upgrade the QB subscription in order to see the 'address' field appear in the report. 

We have QB plus, but the 'address field does not appear in the included report fields. We shouldn't have to manually cut and paste address information to our customer report when the information is already in the database. It would a take competent programmer about 5 minutes to program that function into the report.

Please communicate this to your CTO.

 

AldritchM
AldritchM
November 9, 2023

Hi, jdavis.

 

I understand that including an address field in your report would enhance the efficiency and progress of your business.

 

Currently, the address field in the sales by customer details is unavailable. Please know our product engineer updates regularly to improve the functionality of our product. 

 

I recommend sending feedback about the customer's address field showing in the sales by customer details report. We also make updates depending on our customer's feedback. Here's how:

 

  1. Click on the Gear icon located at the top.
  2. Choose the "Feedback" option.
  3. Enter your comments or suggestions regarding the product.
  4. Click on "Next" to submit your feedback.

 

For workaround when we take a look at the report, we can see that the customer's address is already displayed in the Shipping address column. However, if you're unable to see the field in your data, you can easily enable it. Just click on the Gear icon next to the Export icon, and then check the box next to Shipping Address. This will ensure that your customer's address is shown in the report.

 

 

Additionally, there are ways to customize your reports to get awesome insights. Common custom reports in QuickBooks Online.

 

If you have any questions about managing your reports or any other concerns related to our product, please leave a message below. I'll be here waiting for you.

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