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N
Novice5
May 4, 2020
Question

Filtering reports for all except one

  • May 4, 2020
  • 1 reply
  • 2 views

Hi,

 

I want to create a payment report for all vendors except for one. These are all active vendors. I do not want to manually select all vendors except for the one that shouldn't be on the report. If we do this and we add a new vendor, then the new vendor won't appear on the report unless someone remembers to update the report to add the new vendor. Is there an "ALL except" option? Thanks!

 

 

 

1 reply

C
Catherine_B
Level 9
May 4, 2020

I'm here to help you filter and save your reports, Novice338. 

 

I'd like to verify if what report we're running so I can give specific steps on how to customize it. Let's get started with making sure that we've customized the report to th data we need.

 

I'll show you how:

  1. Go to the Reports menu and select the vendor report.
  2. From the report window, click Customize Report. 
  3. Select the Filters tab and type Transaction Type to select the payment type.
  4. Then, search for Preferred Vendor. From the drop-down, select Multiple Vendors and then Select All. 
  5. Scroll down through the list of vendors and unselect the one to exclude. 
  6. Click OK and OK again to refresh the report. 
  7. Review the customized report and click Memorize from the menu. 
  8. Enter a name for the report and click OK. 

Every time we add a new vendor it'll be included on the memorized report. You can use this article for more details on how to manage reports. 

 

I'll be here if you need more help. Take care!

N
Novice5Author
May 5, 2020

Catherine, Thanks for responding. I know how to get a payment report for all the vendors. However, I am looking for a report to get all the vendors except for one.  Let say I have 10 vendors, I want the report to list the payments for 9 out of the 10 vendors. So, I am looking for an "all vendors except" option. I am on QB Premiere 2020 Manufacturing. 

 

 

C
Catherine_B
Level 9
May 5, 2020

Hello there, Novice338. 

 

The option to run reports with an exception of one vendor is unavailable. Meantime, we can customize the report excluding a vendor and save it so we don't have to customize it again every time you pull it up. 

 

Here's how to pull up memorized transactions:

  1. Go to the Reports menu.
  2. Choose Memorized Reports.
  3. Select the name we gave to the customized vendor report. 

You can always get back to me if you have other questions. Keep safe always!

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