Can you use an "OR" condition when specifying multiple report filters

ronv1 · ‎July 11, 2022

This question was previously asked, but the answer did not address the actual question. Very simply, when you specify multiple report filters it appears to use an "AND" to join the multiple filter criteria. That is, in order for a record to appear in the report it needs to match ALL of the specified filters.

I need to use an "OR" so that if ANY of the filters match I want the record to be included in the report. Can this be done on Quickbooks Desktop pro 2020?

Charies_M · ‎July 11, 2022

Welcome to the Community, ronv1.

The option to use OR condition to specify multiple reports is unavailable in QuickBooks Desktop (QBDT). I can only imagine how the option would be beneficial for your business. Please know that our product engineers are considering all suggestions based on the number of requests and their impacts on the user interface before they're rolled out.

For now, I suggest submitting feedback directly to our product engineers. They may look into this suggestion and consider adding the option in the future update. To submit feedback, please be guided with the steps below:

Open your QuickBooks Desktop company file.
Go to the Help menu, then select Send Feedback Online and choose Product Suggestion.
Enter your feedback and click Submit.

You might also want to visit our feedback forum to check the recent updates made in QuickBooks.

I encourage you to visit our Firm of the future site to get you in the loop about the latest news and product developments. To narrow down your search, you can go to the Product & Industry News tab.

Please know I'm always available should you ever need a helping hand with QuickBooks. Thanks for coming to the Community and have a wonderful rest of your day.

View solution in original post

BigRedConsulting · ‎July 11, 2022

No.

Charies_M · ‎July 11, 2022

Welcome to the Community, ronv1.

The option to use OR condition to specify multiple reports is unavailable in QuickBooks Desktop (QBDT). I can only imagine how the option would be beneficial for your business. Please know that our product engineers are considering all suggestions based on the number of requests and their impacts on the user interface before they're rolled out.

For now, I suggest submitting feedback directly to our product engineers. They may look into this suggestion and consider adding the option in the future update. To submit feedback, please be guided with the steps below:

Open your QuickBooks Desktop company file.
Go to the Help menu, then select Send Feedback Online and choose Product Suggestion.
Enter your feedback and click Submit.

You might also want to visit our feedback forum to check the recent updates made in QuickBooks.

I encourage you to visit our Firm of the future site to get you in the loop about the latest news and product developments. To narrow down your search, you can go to the Product & Industry News tab.

Please know I'm always available should you ever need a helping hand with QuickBooks. Thanks for coming to the Community and have a wonderful rest of your day.

ronv1 · ‎July 11, 2022

thank you for your quick reply. Unfortunately I thought that would be the answer. As a software developer/designer for 35 years who has worked on numerous applications I can honestly say I've never designed a filter system that did not allow both AND and OR conditions. Of course, it can present some confusion for novice users since you might have to introduce the concept of parenthesis [ (A and B) or C vs. A and (B or C)] but for advanced users it would be valuable.

gnesslar

I agree with ronv1 and hope you fix this deficiency in the QBO report filtering.

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Can you use an "OR" condition when specifying multiple report filters