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SimplyWonderful
February 19, 2021
Question

Tags

  • February 19, 2021
  • 2 replies
  • 0 views

When tags have been set up, and displays on screen money in and money out.  Can we get a report from that screen?  Running report, does not give totals.

2 replies

C
CharleneMaeF
February 19, 2021

Let's run the Profit and Loss by Tag Group report to view the totals, SimplyWonderful.

 

You can also customize the report to show specific details. I'll guide you how.

  1. Go to the Reports menu.
  2. Type in Profit and Loss by Tag Group in the search box. 
  3. Click the Customize button. 
  4. Choose the correct dates on the Report period field.
  5. Under the Columns drop-down menu, choose the correct group name. 
  6. Select Filter, then choose the group name under Tags.
  7. Click on Run Report. 
  8. After that, click the amount under the group name to view the totals.

 

Once done customizing, you can memorize the report in QuickBooks Online. This helps you to save the current customized settings. Then, set a schedule and email information for the memorized report. 

 

I'll be glad to help you again if you have more questions about running reports. Just add the details in the comment section.

C
CharleneMaeF
February 20, 2021

Hi SimplyWonderful,

 

Hope you’re doing great. I wanted to see how everything is going about running the Profit and Loss by Tag Group report to view the totals on your tags yesterday. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at anytime.

 

Looking forward to your reply. Have a pleasant day ahead!

R
rita41
January 27, 2023

TAGS = WGC1, WGC2, WGC3, WGC4, WGC5

I want a report that shows the following:

WGC1+ WGC2+ WGC3 = WGC Programs

WGC Programs + WGC4 + WGC 5 = Total WGC

S
SarahannC
January 27, 2023

Thanks for joining this thread, rita41. 

 

I'll help you run a report with individual tags and grouped tags in QuickBooks Online.

 

  1. Go to the Gear icon.
  2. Select Tags under Lists.
  3. Locate the tag group. Then, click Run report.
  4. Click Customize.
  5. In the Columns field, select the grouped tag you made.
  6. Tick the Tags box and select All.

  7. Set the reporting date correctly.

 

Please note that we'll need to ensure we have created a transaction with tags. This way, we'll be able to generate them in the report. To get deeper insights with your transactions, we can visit these articles.

 

 

To personalize your reports according to your needs, visit these articles:

 


Let me know if you have more concerns about running reports in QuickBooks Online. I'm here to help you anytime. Take care and stay safe.

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