Thanks for following this thread, @wdi. Let me impart information about QuickBooks reports.

At this moment, there’s no native way to filter service dates directly when running reports without adding the said option on the invoice template and statements. You may consider the recommendation mentioned by my peer MariaSoledadG above to achieve it.

Concerning your second question, yes, QuickBooks Online have this functionality. You can simply generate Sales by Product/Service Detail report. If you have this version, please refer to the following steps:

1. Select the Reports menu in QuickBooks Online.
2. Search Product/Service Detail report.
3. Click Customize.
4. Select the date period and then go to the Filter section.
5. Put a checkmark on the Service Date box and press Run report. Another way to ensure the option is displayed on the statement is to hit the Small Gear icon and Show More. Then, select Service Date.
   
   

If you want the same report settings in the future, you can memorize them to save time and access the information quickly:

• Memorize reports in QuickBooks Online
• Create, access, and modify memorized reports

You can always count on me and the rest of the Community team if you need further assistance managing your reports. We’ll be here anytime. Keep safe!