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M
mbortolotto
February 27, 2019
Solved

How to include Invoice "Other" Field in Transaction Detail Reports?

  • February 27, 2019
  • 2 replies
  • 0 views

When customizing Data Layout in the invoice Template, there's an "Other" field that can be shown on screen or on print in the Header of the Invoice.

I'd like to have that field shown in a Transaction Detail Report but, unfortunately, it does not appear as a choice for the columns to display when creating Custom Report -> Transaction Detail Report.

 

Has anybody experienced and solved this issue?

 

Thanks

 

Massimo Bortolotto

Best answer by JessT

Hi Massimo,

 

We're unable to add the Other header as a column on reports.

 

I'll submit feedback for you on this. That way, our product engineers will know that you need it in your business reports.

 

If you have more questions, feel free to go back to this thread.

2 replies

A
Anonymous
February 27, 2019

It's there.  You may need to "Expand" the report (see button at top of report) in order to see it.

M
mbortolottoAuthor
February 27, 2019

Sorry,

 

I cannot see any "Expand" button over my report. I only see a "Customize Report" button and when I click on it I have the column selection where I'm not able to find the "Other" field I'm looking for. Please see attached screenshot

 

Thanks

JessT
JessTAnswer
February 27, 2019

Hi Massimo,

 

We're unable to add the Other header as a column on reports.

 

I'll submit feedback for you on this. That way, our product engineers will know that you need it in your business reports.

 

If you have more questions, feel free to go back to this thread.

    G
    GeneM
    May 22, 2021

    I have the same issue. I need to include the data from the other field which I have renamed Tracking Number into reports. 

     

    That way i can see if an order has been shipped or if I have missed entering in the tracking number.

     

    It has been two years without any improvements in this area.

    R
    ReymondO
    May 22, 2021

    Thank you for joining the thread, @GeneM.

     

    For now, there is no specific timeline as to when this feature will be available in QuickBooks Desktop (QBDT).

     

    I can see how this option would be helpful for you and your business. Therefore, let me take note of this as a suggestion to improve your QuickBooks experience.

     

    Also, added features are based on the number of requests sent from our customers. If you haven't sent anything yet, I'd recommend doing so.

     

    Here's how:

    1. Go to the Help menu and select Send Feedback Online.
    2. Click Product Suggestion.
    3. Enter your suggestions, then fill in the rest of the information.
    4. Select Send Feedback and click Close Window.

    Additionally, you can follow the recommended steps that were shared by Anonymous above. This way, you can view the custom field on your transaction reports.

     

    You can also visit our Firm of the Future site. This is where we share recent happenings and future developments, such as updates to newly added features.

     

    If you have any other concerns, feedback, or questions, don't hesitate and come back to the Community. I'm always here to help you. Have a great day.

    G
    GeneM
    May 22, 2021

    Thank you. I have tried this before without result. Either my ideas are ridiculous or waaaay down the list.

     

    So I would like to have the ability to include the OTHER (renamed tracking) field as a column in a report.

     

    Also, many businesses use order fulfilment centers to pick, pack and send orders. I would be great to be able to email a packing slip directly from the invoice rather than printing it to pdf in a file and then sending via email. Would save me a lot of time

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