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T
topherfarrell
October 28, 2024
Question

assembly item reporting

  • October 28, 2024
  • 2 replies
  • 0 views

How can I run a report that shows item usage across multiple assemblies? For instance, I have a part that is used in multiple assemblies. I'd like to generate a report that shows how many of this specific item is used in all of my various assemblies, year over year.

2 replies

H
Heide DC
October 28, 2024

Let's work together to identify the best approach for your needs when running a report in QuickBooks, topherfarrell.

 

Showing the item usage across multiple assemblies in a report in QuickBooks Desktop is currently unavailable. If you'd like this specific report feature, we can pass your suggestion along to our developers for consideration in future updates. They regularly review user feedback to determine potential new features or enhancements to existing functions.

 

Here's how to send a feedback:

 

  1. Go to the Help menu, then choose  Send Feedback Online.
  2. Click on Product Suggestion.
  3. Click on the drop-down for Type of Feedback and select Product Suggestion.
  4. Select the Product Area, then enter your thoughts and suggestions.
  5. Once done, select Send Feedback.

 

You can also export your report to Excel files to have a copy of the report if you want to use your reports outside of QuickBooks.

 

Keep me informed of concerns about generating reports in QuickBooks. Please don't hesitate to reach out in the comment section. Our team is always here to support your journey toward more efficient inventory management.

T
topherfarrellAuthor
October 29, 2024

OK, I've submitted the feedback form. How do you suggest I compile such a report?

 

This should be a basic built in feature for reporting. I have roughly 6,000 assembly items. They all share common inventory items that make up the assemblies. So do I have to export an individual report for each item? Then manually compile 6,000 items into my own excel spreadsheet?

And what about your Advanced Reporting features? Those reports don't even function and there are only about a dozen of them built in. Why is the Advanced Reporting feature non-functional? I have the most recent update of version 24 installed. But the advanced options just don't work.

Anyone that is working in the Manufacturing & Wholesale version would benefit from reporting like this.

 

For a subscription that costs about $9,000 per year, you can do do better intuit.

R
ReymondO
October 29, 2024

As someone managing a complex inventory with thousands of assembly items, it's reasonable to expect efficient reporting tools that meet your needs, @topherfarrell. Your business deserves better, and we're committed to improving our service to match your investment in our product.

 

I appreciate you taking the time to submit the form and discuss the limitations of the reporting feature. Allow me to share additional help to get the data you need.

 

To know how many items are used in various assemblies, I suggest reviewing the Build Assembly page. Here's how:
 

  1. Go to the Inventory menu.
  2. Click Build Assemblies.
  3. Choose the assembled item in the Assembly Item drop-down list.
  4. Filter the date, then take note of the inventory part and the quantity being used. 
  5. Use an Excel spreadsheet to compile your data.

Regarding the Advanced Reporting feature, can you tell us the specific error you're encountering when opening the report? Any additional information you can provide would help us in determining the appropriate troubleshooting steps to fix the issue.


In the meantime, I recommend running the Verify and Rebuild Data tools in QuickBooks Desktop. These will help us identify and resolve the most common issues in your company file.


Additionally, you can customize your inventory reports to focus on the details you need most. Check out this article to learn more: Customize reports in QuickBooks Desktop.

 

Please let me know if you have any other concerns about reporting assembly items in QuickBooks. The Community is always here to help you.

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