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PHRHU
November 15, 2023
Question

How to control the format of custom reports

  • November 15, 2023
  • 1 reply
  • 0 views

I am using classes and sub-classes and wish to create a summary custom report which has a select few of the classes and sub classes.  If I select a sub class A1 of class A, the report will show my selected A1, but it will also have a blank column headed A before it, as well as a total column, also headed Total A, after it.  The total shown will the total of the sub class A1 and not include other details of either class A or other sub-classes which is both messy and confusing because the column headed Total A is not the Total for that class.

 

This becomes very confusing very quickly and, while it can be removed by exporting to Excel and editing it there, you then lose the drilldown capability and have to do a lot of manual processing of the output.  I can live with the total column at the right hand end for the half dozen columns I want, but not the mass of meaningless blank or total columns.

 

How do I print just the columns I want?

1 reply

J
JamaicaA
November 15, 2023

Formatting your custom reports to print only the columns you want would be a great feature, @PHRHU.

 

When running a custom report and filtering it to a specific subclass, it will only show all the transactions under it. The parent class will also appear at the top by default to easily identify which it belongs to. That's why it won't include other details aside from the class A1 that falls under class A.

 

The total column indicates the amount of sales for each class. However, the total under the row calculates all of them.

 

To learn more about utilizing classes in the program, check out these guides:

 

 

In case you'd like to keep a copy of your personalised reports, refer to this article:Memorise reports in QuickBooks Online.

 

Know that we aim to serve you best by improving our QuickBooks products. I can provide what else you can do with this report. Just post an additional comment here.

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