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simplifaster
Apr 15, 2019 2:12 AM UTC
Solved

How to filter an empty field? (e.g. invoices that have not shipped)

I want to create a custom report that shows all invoices that have not shipped.  Is it possible to create a filter that shows all invoices with no tracking number?

Kristine Mae
Kristine MaeAnswer
Apr 15, 2019 11:54 AM UTC

You stated, "The thing is, the report won’t be able to show data if the filtered field has no information. "

 

I'm not sure you understand what I am trying to do.  I want to list all the invoices that have not shipped.  For example, if invoices 1, 2, and 3 have shipped and invoices 4, 5, and 6 have not shipped, then then the tracking numbers for invoices 1, 2, and 3 are not empty, and the tracking numbers for invoices 4, 5, and 6 are empty.  I want to create a report that lists invoices 4, 5, and 6.  In other words, the report should show information, even though one of the fields is empty.


Thanks for the providing us a detailed information, Simplifaster.

 

For now, you can only filter all unshipped transactions once you export the report. If you export it, you can manually take out all transactions with tracking numbers.

 

Just follow the steps my friend JessT provided above.

 

If you have more questions, you can always leave a comment. 

 

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8 replies

JessT
JessT
Apr 15, 2019 6:44 AM UTC

Hi simplifaster,

 

This would depend on the field you use for the tracking number. Let's go ahead and create the report you need.

 

Most users add a custom field to their sales forms and name it as Tracking Number. If you do the same thing, you can run an Invoice List report and add the tracking number column on the report. Then, export the data to Excel and filter the ones without tracking numbers.

  1. Go to Reports and search for Invoice List.
  2. Set the Report period and click Run Report.
  3. Click the small Gear icon on the report page.
  4. Select the name of the field you added and click on Run Report.

 

 

If you enter the tracking number differently, try checking the Gear icon on your Invoice List report to see if it has that field. Then, you can do the same process. If you can't find it, please comment below and we'll figure out how you can get the list of unshipped invoices.

simplifasterAuthor
Apr 15, 2019 6:48 AM UTC

Thanks for the quick response.  I would prefer to do the filter in QBO.  Are you saying there is no way to match an empty field in QBO?

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