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April 13, 2022
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I have a summary Custom Report with Class as the columns & Customer Type as the rows. I would like the rows by have two levels of information ... i.e., by Customer Name with sub-totals by Customer Type. How can I do this in Quickbooks?

  • April 13, 2022
  • 1 reply
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Original commenter did not share additional details
Best answer by JasroV

Great idea you have there, @Jon Reese.
 

I'll share some insights about customizing your reports in QuickBooks Desktop (QBDT).

 

The option to have your rows show two levels of information in your summary custom report isn't available in QBDT. As a way around, you'll want to export your report to MS Excel and add another row from there.

 

I'll show you how:

 

  1. Go to the Reports menu.
  2. Click the Report Center.
  3. Type in the name of the report you wish to export in the search field.
  4. Hover to the report you need and click Run report.
  5. Modify it if needed and export it to excel.
  6. Run another report for your customer type (Sales by Customer Type) as your preference.

 

You can also check this article for additional reference: Export reports as Excel workbooks in QuickBooks Desktop.

 

Another way is to utilize a third-party app that lets you modify your summary custom reports based on your business needs. Simply hover to the App Center in your QBDT and look for an app from there.

 

I recognize how beneficial it is to your business to seamlessly customize reports on the data you need. I recommend sending your feedback to our Development team. They are always open to any suggestion as this can help us make QuickBooks better. Here's how:

 

  1. Go to the Help menu.
  2. Select Send Feedback Online.
  3. Then click Product Suggestion.
  4. Enter your suggestions and details then click Send Feedback.

 

Furthermore, I'm adding this article for your reference. This can guide you on how to memorize and combine your reports in QBDT: Understand reports.

 

Please don't hesitate to get back to me if you have any other follow-up questions about managing your reports in QBDT. I'm always here to assist you. Keep safe and have a great day ahead!

1 reply

JasroV
JasroVAnswer
April 13, 2022

Great idea you have there, @Jon Reese.
 

I'll share some insights about customizing your reports in QuickBooks Desktop (QBDT).

 

The option to have your rows show two levels of information in your summary custom report isn't available in QBDT. As a way around, you'll want to export your report to MS Excel and add another row from there.

 

I'll show you how:

 

  1. Go to the Reports menu.
  2. Click the Report Center.
  3. Type in the name of the report you wish to export in the search field.
  4. Hover to the report you need and click Run report.
  5. Modify it if needed and export it to excel.
  6. Run another report for your customer type (Sales by Customer Type) as your preference.

 

You can also check this article for additional reference: Export reports as Excel workbooks in QuickBooks Desktop.

 

Another way is to utilize a third-party app that lets you modify your summary custom reports based on your business needs. Simply hover to the App Center in your QBDT and look for an app from there.

 

I recognize how beneficial it is to your business to seamlessly customize reports on the data you need. I recommend sending your feedback to our Development team. They are always open to any suggestion as this can help us make QuickBooks better. Here's how:

 

  1. Go to the Help menu.
  2. Select Send Feedback Online.
  3. Then click Product Suggestion.
  4. Enter your suggestions and details then click Send Feedback.

 

Furthermore, I'm adding this article for your reference. This can guide you on how to memorize and combine your reports in QBDT: Understand reports.

 

Please don't hesitate to get back to me if you have any other follow-up questions about managing your reports in QBDT. I'm always here to assist you. Keep safe and have a great day ahead!

Jon ReeseAuthor
April 13, 2022

Much appreciated.  Thanks for the clear guidance.