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DUCKS495
June 23, 2021
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Is There a Completed Builds Summary Report?

  • June 23, 2021
  • 1 reply
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(Enterprise - Manufacturing & Wholesale - QB 21)

 

All,

 

Is there a Completed Builds by Item Summary report? This would look like Sales by Item Summary, but with completed builds, instead of sold items.

 

I know how to get the data by dumping things into Excel and doing a pivot table, but, with Enterprise - Manufacturing & Wholesale, I have to think it is a deficiency on my part that I can't find a summary report of what is actually manufactured in a month.

 

I've also tried modifying other reports and doing a custom summary report but had no luck.

 

Does anyone know where this standard manufacturing report might be hiding?

 

Thanks in advance!

    Best answer by RCV

    Thanks for coming back, DUCKS495. 

     

    The option to run Completed Builds by Item Summary report is unavailable in QuickBooks Desktop. However, we can run a custom report that will display the items used in Build Assemblies. Here's how: 

    1. Go to the Reports menu.
    2. Select Custom Reports.
    3. Choose Summary.
    4. From the Display tab, set the date range to the period you need.
    5. Click the Customize Report button.
    6. On the Display rows by drop-down, select Item detail.
    7. Under Display columns for, select Quantity (select Amount if the dollar amount is required).
    8. On the Filters tab, remove the Account filter.
      • Add Transaction Type then select Build Assembly filter.
      • Add Detail Level then select All except summary filter.
    9. Click the Ok button.

     

    Once completed, you can review the report details and click the Memorize button to save the report for future use. You can read through these articles for more detailed steps: Customize item reports. QuickBooks offers a wide variety of reports that tell where the company stands. These reports offer critical information about the company. Please read this article for your reference: Available Reports in QuickBooks Desktop.

     

     If this is something our engineers need to look into, you can submit product suggestions by following these steps:

    1. Go to Help at the top menu bar.
    2. Choose Send Feedback Online.
    3. Select Product Suggestion.
    4. Enter your product request/product suggestion.
    5. Click Send Feedback tab.

     

    I'm just one post away if you need a hand with exporting your reports or any QuickBooks related. I'll be here to ensure your success. You have a good one. 

    1 reply

    JoesemM
    JoesemM
    June 23, 2021

    Thanks for taking the time to reach out to us, and I appreciate all the efforts you've performed to get the report you want, @DUCKS495.

     

    You can run the Inventory Reorder Report by Vendor. The grid displays your current minimum or maximum stock levels as well as suggested replenishment quantities. Let me guide you on how.

     

    1. Go to the Reports menu.
    2. Highlight Manufacturing and Wholesale Reports.
    3. Select Inventory Reorder Report by Vendor.
    4. Click the Customize Report and filter the necessary details you want to include.

    Take a look at this article for the details: Customize reports in QuickBooks Desktop.

     

    Also, I'd recommend consulting with your accountant for further assistance on what other reports you can pull up and combine them through an Excel file. If you're not affiliated with one, our Intuit Find-A-ProAdvisor site can help you to find certified professionals in your area.

     

    I'm adding these articles to learn more about the accounting side when you add an item in QuickBooks:

     

     

    If you have further concerns with creating reports in QuickBooks, just click the Reply button. I'm here to help you more. Have a good one.

    D
    DUCKS495Author
    June 24, 2021

    This is absolutely not the report I was asking about. I am not looking at what I have on hand. I am not looking at what I have on order. I am looking for a report that identifies what assemblies were made inside the company in a specific period.

     

    To be clear:

    1. We buy things

    2. We assemble those things into finished items. To convert the individual things we bought to those finished items, we use the Build Assemblies function in Quickbooks

    3. I am looking for a report, that exists in every other piece of manufacturing software I've ever used, to tell me how many items were built by us in a specific period (for simplicity sake, let's call it a month here).

    4. As I said in my initial message, it would look very similar to Sales by Item Summary, but instead would be Completed Builds by Item Summary. There is a Pending Builds report, although that is a detail report, but no Completed Builds summary report. Please look at the 2 reports mentioned here before replying again.

     

    Please tell me that a software product, that bills itself as the "Manufacturing and Wholesale" version, actually has a manufacturing report in it that shows what was manufactured in a specific period. Not sold, not bought, but manufactured.

      R
      RCVAnswer
      June 24, 2021

      Thanks for coming back, DUCKS495. 

       

      The option to run Completed Builds by Item Summary report is unavailable in QuickBooks Desktop. However, we can run a custom report that will display the items used in Build Assemblies. Here's how: 

      1. Go to the Reports menu.
      2. Select Custom Reports.
      3. Choose Summary.
      4. From the Display tab, set the date range to the period you need.
      5. Click the Customize Report button.
      6. On the Display rows by drop-down, select Item detail.
      7. Under Display columns for, select Quantity (select Amount if the dollar amount is required).
      8. On the Filters tab, remove the Account filter.
        • Add Transaction Type then select Build Assembly filter.
        • Add Detail Level then select All except summary filter.
      9. Click the Ok button.

       

      Once completed, you can review the report details and click the Memorize button to save the report for future use. You can read through these articles for more detailed steps: Customize item reports. QuickBooks offers a wide variety of reports that tell where the company stands. These reports offer critical information about the company. Please read this article for your reference: Available Reports in QuickBooks Desktop.

       

       If this is something our engineers need to look into, you can submit product suggestions by following these steps:

      1. Go to Help at the top menu bar.
      2. Choose Send Feedback Online.
      3. Select Product Suggestion.
      4. Enter your product request/product suggestion.
      5. Click Send Feedback tab.

       

      I'm just one post away if you need a hand with exporting your reports or any QuickBooks related. I'll be here to ensure your success. You have a good one. 

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