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October 24, 2024
Question

New filter in Reports

  • October 24, 2024
  • 1 reply
  • 0 views

How do I add a new filter to the dropdown menu in Reports?  I need to filter by Source Name and that is not an option.

 

1 reply

October 24, 2024

Hi there, @Homebuilder3. Thanks for bringing your concern to the Community.

 

I understand how the ability to filter reports by Source Name in QuickBooks Desktop would help you efficiently manage your business. Currently, we don't have a specific timeline for implementing this feature. Thus, I encourage you to submit feedback to our Product Developer team. Your suggestions are highly valuable to us and consider them while making product updates. Here's how:

 

  1. Choose the Help option.
  2. Select the Send Feedback Online option.
  3. Pick the Product Suggestion option.
  4. Type in your feedback suggestion.
  5. Click the Send Feedback button.

 

Your feedback is highly valued by us. Our developers will review it and consider it for future updates. You can stay informed about your product by visiting Intuit's Product Updates webpage.

 

However, if you wish to filter and display specific source names in your report, you can easily do this by following the steps outlined below:

 

  1. Go to Reports, choose the report want to access.
  2. Click Customize Report.
  3. Pick the Filters tab.
  4. Type in Name in the search tab and click.
  5. In the All names drop-down arrow, select Multiple names.
  6. Tick the names you want the name to appear in the report.
  7. Then, hit OK.

 

Please know that the list of transactions will still be sorted out according to the selected names. 

 

Let me also share this article about running reports for additional details: Understand reports.
 

You can also check this article to learn how to export reports to Excel from QuickBooks Desktop: Export reports as Excel workbooks in QuickBooks Desktop.

 

Let me know if you have any other questions managing your reports in QuickBooks Desktop, @Homebuilder3. I'll be here to answer your concerns. Take the best care!