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Can my sales report be filtered by 2 categories of products? I can filter by one category in 'customise' but as soon as I select two, the report comes back blank.

Forum|Forum|6 years ago
July 3, 2020
2 replies
6 views

e.g. I want to show products categorised as 'Clearance' and 'Goods for Sale' but not those categorised as 'Small Order Charge'.

QuickBooks Online

Best answer by Rubielyn_J

Hi,

I think you've slightly misunderstood the question - this is not so much a bug but rather a feature request.

In that, it's not currently possible to filter on 2 different kind of categories

This means you can't filter on EITHER Customer OR Product

You can only filter on BOTH Customer AND Product

The issue is that if you select more than one filter, then Quickbooks only displays results if BOTH filters are true

....rather than the desired option here which is to display results if EITHER option is true.

In an ideal world the filter option would have an extra feature that said something along the lines of:
Filter if "any" - or - "all" of the options are true
With radio buttons to choose between "any" or "all"
and probably set "all" as default so that it keeps any current reports with consistent results.

..at the moment the only option is "all" whilst generally speaking the expectation would be "any"

So it's currently both unclear and not always the functionality that everyone wants.

I appreciate you for the detailed information of your concern, @urbanhaze.

I recognize how relevant adding an option to show results based on either any or all of your filter criteria on your report.

At times, we roll out enhancements based on our customer's requests. That being said, I suggest sending a recommendation to our product developers. They'll review this idea and might consider updating it in the future.

Here's how:

Go to the Gear located at the top.
Under Profile, click Feedback.
Enter your recommendation and select Submit.

You can also utilize this link to check the status and keep you in the loop on our progress of your request: Customer Feedback for QuickBooks Online.

I also encourage you to visit these resources that will guide you in personalizing and managing your reports in QuickBooks:

As always, add a comment below if you have any other questions about generating reports in QuickBooks. I'm here to help always. Take care!

Z

ZackE_

Moderator

Hi there, Acmboland. You've come to the right place.

When customizing sales reports by products/services in QuickBooks Online, there are options to select more than one category. It sounds like you were able to find how this works by selecting multiple categories yourself. The ability is there because this is something your subscription is capable of doing.

If you're encountering a situation where your reports are for some reason coming back blank after running them for two choices instead of one/none, I'd recommend initially checking your Report period customization settings under the General section to assure the correct date range is being processed.

I went ahead and tested it out on my end, in our test drive account. I've included an animated image below showing myself generating a Sales by Product/Service Detail & Sales by Product/Service Summary report. Both of these worked as intended, allowing me to filter with two boxes selected. A blank report was not received.

If you've verified that your report period options are entered correctly before clicking the Run report button, this could be a problem caused by your browsing application. To test this, you can open a private browsing window and retry the process. Here's how to access incognito mode in some the most commonly used browsers:

Internet Explorer: Ctrl + Shift + P
Mozilla Firefox: Ctrl + Shift + P
Google Chrome: Ctrl + Shift + N
Safari: Command + Shift + N

In the event you're able to successfully produce these reports by following the steps above, the problem will have been isolated to the web surfing app in use. This can be fixed by clearing cached data and Intuit-specific cookies.

If you still receive a blank report after going through the recommended troubleshooting, please respond letting me know. I'll be here to help.

Here's a couple resources about reports which you may find useful:

If you have any questions or additional information, I'm just a post away. Enjoy the rest of your day!

A

AcmbolandAuthor

Hi Zack,

Thank you for responding.

I've tried those approaches and unfortunately I'm still getting a blank report. I've recorded this attached video while I'm in incognito mode after clearing my cache to show exactly what's happening.

It's two top level categories that I need, in case that makes any difference. I seem to be able to do it if I'm choosing individual products, but I'm trying to avoid having to edit the report to add in the new product each time I launch a new one.

Thanks,

Alice

https://vimeo.com/[removed]

P

payment after leaving

Level 10

Hi Acmboland

We apologise but we are not able to view the video you have posted. What report are you running? We suggest that you run a sales by customer detail > customise > product and service and you should be able to select a number of products/services > run report and they should show on the report.

U

urbanhaze

Hi,

I think the issue here is that when you select more than two options (eg selections from suppliers and selections from customers) in the filter there are two different ways that multiple selections could be interpreted:

The first is that BOTH selections are true (logical AND)
The second is that EITHER selection is true (logical OR)

From what I can see, Quickbooks only offers this first option - i.e. both selections must be true.
This is great to refine down to fine detail like the value of total sales of product x sold to customer y

- but not great if you want to do something like see the profit on products x sold to all customers and bought from supplier y

I guess Intuit could fix this with a future release by adding an option to show results based on either "any" or "all" of your filter criteria - but don't hold your breath - it's hard enough to explain the requirement!

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