Question

Change defaults for "job profitability" in Customer jobs

Forum|Forum|4 years ago
August 31, 2022
5 replies
38 views

Hello. We are in construction and use the job costing features every day. When on a particular project in the Customer center there is an option "job profitability". This pulls up an overview of the actual cost, actual revenue and the $ difference between the two (profit).

When you click on the "actual cost" it pulls a report called "item actual cost detail" displaying all the individual transactions that make up that total cost $ amount. I want to change the default columns that are displayed on this.

Literally EVERY time we use this, we have to click on "customize report", scroll down to "source name" to add this info to the detailed list. This allows us to see to whom (what vendor name) those individual transactions were paid to. I can't understand why this wouldn't be included in the default but it's not.

In my experience, there is no custom report to fix this, since we're clicking directly through to this report from an individual customer's jobs in the customer center, not report center.

Anybody know how to change the default settings on this?

Thanks!!

QuickBooks Desktop

1

1427-877Author

see screenshot

Z

ZackE_

Moderator

Thanks for becoming part of the Community, 1427-877.

Whenever you change your settings for a report, you can memorize it with its customized settings.

Here's how:

From the project's screen in the Customer Center, click Job Profitability.
Customize your report as necessary.
When it looks how you want the default template to look, hit Memorize from your Reports window.
On the Memorize Report window, enter a name for your report.
If you'd like to save it in a specific report group, tick the Save in Memorized Report Group checkbox.
In the event you'd like to share your template with others, turn on the Share this report template with others option. With this setting activated, your template will be accessible to other QuickBooks users when they go to the Contributed tab in their Report Center.
Select OK to finish memorizing it.

Now when you want to run your memorized report, you can do so by going to Reports, Memorized Reports, Memorized Report List, then finding and double-clicking on it.

I've also included a detailed resource about creating and accessing memorized reports which may come in handy moving forward: Create, access & modify memorized reports

If there's any additional questions, I'm just a post away. Have an awesome day!

1

1427-877Author

Thank you Zack. However, that only works if you using the Report Center and clicking on memorized reports.

I'm referring to being in the Customer Center, clicking on an individual job for a Customer, and selecting "job profitability" for that specific project/job.

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