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A
Anonymous
November 26, 2020
Question

Why is my filter ignored by my report?

  • November 26, 2020
  • 1 reply
  • 0 views

I want to filter the "Sales by item detail" report so that only items from a specific vendor are included on the report.   Here's what I have done to create this report:

  • Customize Report
  • Filters --> Select the "Preferred Vendor" from the list of fields presented
  • Use the dropdown and select the desired vendor from the list
  • Run the report

The report runs but ALL items are displayed; it is NOT filtered by the vendor I included in the filter.

 

I have verified that the selected Preferred Vendor is included in the item records that I want.

 

Why isn't this working as expected?

 

 

 

1 reply

RenjolynC
RenjolynC
November 26, 2020

Thanks for reaching out to us here, Frazierwa.

 

The Sales by Item Detail will show you the sales of each item with a detailed listing of each transaction. This report is intended for customers and adding the preferred vendor is unavailable.

 

Instead, run the Purchases by Item Detail and filter the report with the preferred vendor.

 

Here's how:

 

  1. Go to Reports > Purchases > Purchases by Item Detail.
  2. Click the Customize Report button, and go to the Filters tab.
  3. Type Preferred Vendor in the search field and select the desired vendor.
  4. Hit OK and set the Dates.

For more customization on the reports, check out this article: Customize reports in QuickBooks Desktop.

 

You can also read this article for more details: Understand reports.

 

I'm here if you have more questions about the report customization or other concerns with QuickBooks Desktop. Take care and stay safe.

A
Anonymous
November 26, 2020

As I described in my original post, the "Preferred Vendor" field appears in the filter list for my report.  Once I selected that field, a dropdown list appeared that included the list of all my vendors.   Wouldn't this mean that the selected field can be subject to the filter applied?   If not, why would the field be listed in the field list for that specific report?    I have spent hours trying to get this to work and I'll be 'not so happy' to hear that fields are listed that you cannot use, despite every appearance that they are fully incorporated into that specific report. 

 

Regarding your suggestion to use the "Purchases by Item Detail" report instead of the "Sales by Item" report.

 

As I stated, I need the "sales" of items not the "purchase" of items.   Is there a way to configure the "purchases" report to instead list "sales" by vendor?

 

I followed your instructions and used the report you described and selected one vendor.   The "Purchases by Item Detail" report displayed items for ALL vendors despite the filter being set to one vendor.

 

How can it be that two separate reports ignore the Preferred Vendor filter?

 

FYI, for the tests above I am using a sample company file (product sales) and the vendor I selected is 
"Perry Windows and Doors"    The result I am getting with the sample company match what I see when running them on our own company file.

 

Kristine Mae
Kristine Mae
November 26, 2020

Let me ease your confusion, Frazierwa.

 

I know how helpful it is to add the preferred vendor info. However, it does not apply to the sales detail report since it's showing the sales details info, not the item info. 
 

You'll want to use the Item Listing report instead. You can filter it by the preferred vendor. Here's how:

  1. Click Reports.
  2. Go to List.
  3. Select Item Listing.
  4. Click the Customize Report button.
  5. Go to the Filters tab.
  6. Look for Preferred Vendor and select it.
  7. Under Preferred Vendor, select the supplier.
  8. Click OK.

You can memorize the report so you'll no longer go over to the same customization process. 

 

If you have more questions, don't hesitate to drop a comment below. We'll get back to you as soon as we can.

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