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Job Name in custom transaction report

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Hi,

I cannot add the job name or job title in the columns when I run a report.

Can I run a report by job name? Instead of customer name:job name combined?

Is there a way to have a custom field automatically pull from the job name?

Thanks,

B

QuickBooks Enterprise Suite

C

Catherine_BAnswer

Hello there, B.

The option to add a column to display the job name alone or filter it by the job's name is unavailable. You can run a QuickReport for the job to only show transactions under it.

Let me show you how:

Go to the Customers menu and select Customer Center.
Click on the job.
At the right-most portion of the report, under the Reports for this Job section, select QuickReport.

I'll be attaching articles that you can use in customizing your reports:

Let me know if you need anything else. Take care and have a great day!

C

Catherine_BAnswer

Hello there, B.

The option to add a column to display the job name alone or filter it by the job's name is unavailable. You can run a QuickReport for the job to only show transactions under it.

Let me show you how:

Go to the Customers menu and select Customer Center.
Click on the job.
At the right-most portion of the report, under the Reports for this Job section, select QuickReport.

I'll be attaching articles that you can use in customizing your reports:

Let me know if you need anything else. Take care and have a great day!

B

bbutler1Author

Thank you for your quick reply.

Hopefully this feature can be added soon.

Have a great week,

B

L

LE2500

I am surprised this is not an option. It would make the reports a lot more user friendly to have the job names listed in custom reports. Now I have to have someone enter a lot of data into spread sheets to get the information I want. The QB team needs to get this feature added asap.

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