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Intuit

Filter reports by Name

You can limit a report to transactions related to a particular customer, job, vendor, or employee—or to any of the names on your Other Names list.

For example, your business buys office supplies from three different vendors. To limit a report to purchases from those vendors, select Name from the Filter scroll box, click the Name drop-down arrow, choose Multiple names, and then select the names of your office supply vendors.

To include Do this
Two or more names Select the Name drop-down and choose Multiple names. You can search for names and select names you want to include in the report individually or with Select All.
A category of names Select the Name drop-down and choose the category. For example, to limit the report to vendors only, choose All Vendors.
One name only Select the Name drop-down and choose the customer, job, vendor, or employee from the last section of the list.