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D
ddblum
December 4, 2019
Question

Yearly sales report comparison

  • December 4, 2019
  • 1 reply
  • 0 views

Hello,

 

I would like to create a graph in quickbooks on the model of the one shown in the company snapshot (here attached) but for a period of 10 or 15 years. The one that comes with the company snapshot just give the history for the past 5 years. How can I extend that? Let me know.

Dan Blum

 

    1 reply

    L
    LauraAB
    December 4, 2019

    Hello Dan!

     

    Thanks for joining us here in the QuickBooks community! Considering the time frame you're looking to see in the Company Snapshot, it sounds like you've been a part of the QuickBooks family for quite a long time. That's awesome and I'm glad to have you with us.

     

    The Company Snapshot is a great way to get a quick overview of real-time information in your company file. The various graphs and fields do have some customization options, although at this time extending it beyond the years displayed is not available.

     

    While not exactly the same, reports can be a good substitute for this situation as you can customize the dates there to see what you need. For instance, there are comparison reports in the Reports Centre that may work for you. Here's more information about customizing reports to get you started: Customize reports in QuickBooks Desktop

     

    I also welcome you to submit feedback to our product development team about this. We love hear about how we can enhance the product and many of the current features are available because of suggestions from users like you. It's as simple as going to the Help menu and choosing Send Feedback Online.

     

    Let me know if you have more questions about that!

    D
    ddblumAuthor
    December 4, 2019

    Hello Laura,

    Thank you for your reply. Unfortunately, I did not find any yearly sales report comparison. If I could see how QB built the one that is shown in the company snapshot, I could try to customize it just to add years to the chart. Let me know. Thank you.

    Dan

      L
      LauraAB
      December 4, 2019

      Hello again, Dan.

       

      I love your initiative to build a chart yourself. In this case, I don't have the exact details other reports that might be being used to create the Company Snapshot, however, there are a number of income reports in the program that you can explore to see what you're able to create. I recommend running various reports and seeing what you can make. It may help to also export reports into Excel so you can combine different information if QuickBooks Desktop isn't quite giving you what you need.

       

      I hope that helps. :)

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