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jbolton
April 29, 2020
Question

What is the difference between the sales by product/service summary report and sales by product/service detail report?

  • April 29, 2020
  • 2 replies
  • 0 views
When I pull the sales by product/service summary report, it categorizes my products under unrelated other products from other categories. When I pull the sales by product/service detail report, the products appear under the categories that I created. How do I change the hierarchy of products that appear on the sales by product/service summary report?

2 replies

C
Catherine_B
April 29, 2020

Hello there, jbolton. 

 

The Sales by Product/Service Detail shows our sales, grouped by product or service. Includes the date, transaction type, quantity, rate, amount, and total. On the other hand, the Sales by Product/Service Summary report gives you sales for each product or service. Includes the quantity, amount, % of sales, and average price.   

 

The option to change the order of the Product/Service in the Summary report is unavailable. We can export the report and manage it from there.

 

Here's how: 

  1. Go to the Reports page and run the Sales by Product/Service Summary report. 
  2. At the upper-right of the report, click Export icon. 
  3. Select Export to Excel. 

You can use this article for more details on how to customize reports.   

 

I'll be here if you need more help. Take care! 

J
jboltonAuthor
April 29, 2020

I see that you are telling me that I cannot change how the products are grouped in the summary report. But can you tell me why in the summary report that products are grouped under other unrelated products? 

Candice C
Candice C
April 29, 2020

Good Morning, @jbolton. 

 

Thanks for reaching back out to the Community. I hope your day is going well so far. To properly assist you with this issue, can you provide me with some additional screenshots of the report. I want to make sure that I determine the best solution for your unique business. In the meantime, you can check out this link that can give you some insight into customizing reports.

 

I want to make sure that we get this issue resolved as soon as possible. I'll be waiting for your response. 

I
info66
September 9, 2020

The Sales by Product/Service Summary Report is BROKEN.  I have reported it countless times since March.  PLEASE call and report it.  Also send QBO a message through Facebook.  Reference investigation number INV-47278 and ask that your case be added to the investigation.  The Sales by Product/Service Summary report is a fabulous report when it works.  I don't know why the developers haven't fixed it yet.  It's obviously been having issues for quite some time.

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