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D
Dhowell
December 29, 2024
Question

Customizing Reporting

  • December 29, 2024
  • 1 reply
  • 0 views

Is there a way to customize the "profit and loss by class report" so that the classes are listed vertically down the first column instead of each class being a different column across the top? I see that some reports have a pivot option, but this report doesn't. If not, can a custom report be created that achieves the same end?

    1 reply

    K
    KiazzymaeC
    December 29, 2024

    Hello there, @Dhowell.

     

    In QuickBooks Online, there's currently no option available to modify reports so that classes are shown vertically in the first column (row) rather than horizontally across the top (column). Moreover, while it's not possible to pivot Profit and Loss directly, you can export the report to Excel and make the necessary modifications there to align the classes vertically.

     

    Additionally, Source and Targets is a concept that QuickBooks uses when running reports. This will help you to utilize the filter more efficiently where you can create detailed reports and comprehensive results. To understand better, let's dig deeper into the Source and Targets:

     

    • Source represents a transaction's summarized information, containing all the source data crucial for an overview.
    • Targets, on the other hand, offer detailed insights into the transaction by including all target data, which helps in understanding specific aspects of the transaction.

     

    If you have any recommendations, I can assist you in sending feedback to our Product Development Team. They will review your suggestions and it will be taken into consideration to introduce here in QuickBooks Online.

     

    These are the steps to send feedback:

     

    1. Log into your QuickBooks Online account.
    2. Click on the Gear icon located in the top right corner.
    3. Under the "Profile" column, choose the "Feedback" option.
    4. Type your comments or suggestions about the product.
    5. When finished, click "Next" to submit your feedback.

     

    You can visit this link for updates and responses regarding your submitted feedback: QuickBooks Online Feature Requests.

     

    For deeper insights into managing and reporting Profit and Loss by class, consider exploring the following articles:

     

     

    If you still have follow-up questions regarding Profit and Loss, feel free to comment below. I'll respond to you promptly. Thank you for helping QuickBooks improve. Have a good one!

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