bbutler1
Level 3
‎January 18, 2021 04:00 PM

Job Name in custom transaction report

Hi,

 

I cannot add the job name or job title in the columns when I run a report.

 

Can I run a report by job name? Instead of customer name:job name combined? 

Is there a way to have a custom field automatically pull from the job name?

 

Thanks,

B

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Catherine_B
QuickBooks Team
QuickBooks Team
‎January 18, 2021 05:28 PM

Other questions

Hello there, B.

 

The option to add a column to display the job name alone or filter it by the job's name is unavailable. You can run a QuickReport for the job to only show transactions under it. 

 

Let me show you how:

 

  1. Go to the Customers menu and select Customer Center.
  2. Click on the job.
  3. At the right-most portion of the report, under the Reports for this Job section, select QuickReport.

I'll be attaching articles that you can use in customizing your reports:

 

Let me know if you need anything else. Take care and have a great day!

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bbutler1
Level 3
‎January 19, 2021 07:06 AM

Other questions

Thank you for your quick reply.

 

Hopefully this feature can be added soon. 

 

Have a great week,

B

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LE2500
Level 1
‎August 20, 2021 04:00 PM

Other questions

I am surprised this is not an option.  It would make the reports a lot more user friendly to have the job names listed in custom reports.  Now I have to have someone enter a lot of data into spread sheets to get the information I want.  The QB team needs to get this feature added asap.

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katherinejoyceO
QuickBooks Team
QuickBooks Team
‎August 20, 2021 04:34 PM

Other questions

I appreciate you sharing your feedback in this conversation, @LE2500. I understand how you want to add a column to display the job name in a report. 

 

I'll do my best to keep up with your request and personally make sure our developers get this idea. In the meantime, I also encourage you to submit feedback so we'll have a grand appeal to future QuickBooks updates. 

 

Here's how: 

 

  1. Go to the Help menu, then select Send Feedback Online.
  2. Enter your request/product suggestion like " Add a column to display the job name in a report." 
  3. Click Next.
  4. Click Skip and send a message. 
  5. Choose Feedback as the Category

 

Here's an article containing links that tackle more details about how reports are generated, and the basic steps in running reports in Quickbooks Desktop: Understand QBDT reports.

 

Feel free to comment below if you have any other questions. Wishing you continued business success!

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