Viewing custom fields in Collections Reports

Thanks for joining the Community space, @PrecisionNJ. 

You'll have to make sure that you add the Custom Field when opening the Collection report. This way, column fields you create will show on the report.

Here's how:

1. Go to the Reports menu, and then choose Reports Center.
2. Type the report in the search bar at the top, and then click the arrow button to run it.
3. Tap the Customize button, and then select the Display tab.
4. Go to the Columns field and pick the custom field you have created.
5. You also have the option to filter out the report so this will only show the item you need. Just go to the Filters tab. 
6. Select OK when done.

To learn more about it, please browse this resource: Customize reports.

If you wish to access this report anytime, you can click the Memorize button at the top to save its customization settings. Check out this article for the detailed instructions: Memorize report.

Feel free to leave a reply in the comment section if you need further help with managing reports or anything else related to QuickBooks. Take care and stay safe always.

Hello Joesem,

Thanks for the quick reply, however I suppose I should have been clearer. I do have the fields included in the report, however the actual data under the field is coming up blank. I attached photos for reference. The data shows up in a customer contact list, but does not show up in the collections report, which is where I need it to appear. 

I know how to display those defined fields on the collection report., PrecisionNJ.

To display the values in the Collection report, you must include the custom field data in the sales transactions such as Invoice or Sales receipts. Since the values on the customer's profile are defaults, they'll only appear when you run list reports like Customer Contact List.

Here's how:

1. Go to the Customers menu, then select Customer Center.
2. Open the past due invoice for your customer.
3. Click the Customize Data Layout, then Make a Copy.
4. Uncheck those unnecessary headers and checkmark those custom fields you want to appear on the reports.
5. Hit OK.
6. Please see the image below after adding those custom fields.
7. Once done, click Save & close to exist and save the changes made on the invoice.

Once added, you can run the Collection report and ensure to add those custom fields.

If you've followed the steps above and still having problems seeing those defined fields, I recommend running the Verify and Rebuild data to ensure your company file is free of data damage.

You can also memorize your report to save the current customize report. This way, you won't have to go through the customization process again.

Please let me know if you require additional assistance running or customizing the report. I'll be here to help you.

This did help, thank you. Is there a way to add these fields for all invoices without having to go in to each one and set it up this way? We have over 100 customers with invoices... 

Hi PrecisionNJ,

For now, adding fields for all invoices without setting them up one by one is unavailable.

In the meantime, you can manually customize those fields for your customer's invoice.

You can also check these articles for your future reference while working with invoices:

• How to add custom fields to invoices
• Add, customize, or remove logos on sales forms

It's my pleasure to help if you have any other questions. I'll be keeping an eye on your response.

I'm trying to create this exact Collections report. When following the steps outlined, I'm stuck at step #3 because there is no "Display" tab. Do you know why this might be?

Thanks for chiming in on this thread, @Janiserv. Let me guide you over the Display tab in QuickBooks Desktop (QBDT) so you can create a custom Collection report.

Normally, the Display tab is found on the Modify Report: Collections Report page after selecting Customize Report. When you're unable to access it, it's more likely a temporary data issue with QBDT. Don't worry. I'm here to help you perform some troubleshooting steps to resolve this.

Determine whether or not you can access the Display tab by opening a sample company file. If not, utilize the Quick Fix My Program feature in the QuickBooks Tool Hub. Doing so helps fix common errors so you may return to business with ease.

If you're able to view the Display tab, let's isolate the issue and utilize the Verify and Rebuild tool to resolve data problems in a company file. The verify tool finds the most common issues, and the rebuild tool fixes them. Here's how:

To verify:

1. Go to Window and select Close All.
2. Select File, then Utilities.
3. Click Verify Data.

To rebuild:

1. Go to File, select Utilities, and then select Rebuild Data.
2. Press OK when QBDT asks to make a backup. Choose where to save it and click OK.
3. Select OK once you get the message Rebuild has completed.
   
   

For extra assistance, you could also use the QuickBooks Tool Hub. We advise using the most recent version (1.6.0.3) on Windows 10 64-bit for an optimal experience.

Furthermore, refer to this article for the troubleshooting options in case you're unable to open your company file in QBDT: Can't open your company file in QuickBooks Desktop.

Feel free to reach out back to us whenever you need additional help running reports. The Community is here to answer your queries anytime. Keep safe, and have a fantastic day ahead!

Thank you for your response. If I'm on QuickBooks cloud version is this feature only available in the advanced package? I'm thinking we may need to upgrade to have access to the custom report features. Is that correct?

I appreciate your participation in this thread, @Janiserv.

The option to create a custom report in QuickBooks Online is exclusively available in the Advanced version. This functionality allows you to conveniently access and arrange your company's financial data and insights according to your needs.

To learn more about this, you can access and utilize this resource: Create custom reports in QuickBooks Online Advanced. It also covers the steps of visualizing a statement and scheduling an emailed report.

Moreover, I'll be sharing the following articles to manage your reports in QBDT:

• Create, access, and modify memorized reports
• Set up and modify Scheduled Reports.

Feel at liberty to come back to this thread if you have any further questions or concerns about the process of creating a custom report. I am here to offer my support.