Skip to main content

Get 50% OFF QuickBooks for 3 months*

Buy now
Switch to QuickBooks and 70% off for 3 Months
Talk to Sales: 877-683-3280
Hours
Mon - Fri, 5am - 6pm PST
Sat - Sun, 7am - 4pm PST
Product support & help
Need help signing in?
V
vgardner218
September 28, 2022
Question

Modify Job Work In Progress (WIP) Summary Report

  • September 28, 2022
  • 1 reply
  • 8 views

I would like to run a Job Work In Progress (WIP) Summary report that adds in the Job Description, the Projected Ship Date and the Rep for each job that is in progress.  Could someone provide the script or path that I could use to run this report.

1 reply

MaryLandT
MaryLandT
Level 10
September 28, 2022

Hi there, vgardner218.

 

Let me help you add the Job Description, the Projected Ship Date, and the Rep to the Job Work In Progress (WIP) Summary report.

 

You can go to the Customize Report button, then select the Display tab. From there, you can search for the additional field that you want and make sure to click it. A checkmark will appear on the left side of the field and it will be added as a column on the report.

 

If the Job Description, the Projected Ship Date, and the Rep fields won't displayed, it could be that the report isn't reading the line. To know the reason, QuickBooks uses a concept called Source and Targets. You can browse this article to learn more about this: Understand reports.

 

After customizing the report, you can memorize it. That way, you don't have to go through the same customization again. For additional information, I've attached some articles you can use about memorizing reports in QuickBooks:

 

 

Let me know if you have other questions by commenting below. I'm always right here to help you.

V
vgardner218Author
September 28, 2022

Thank you for the reply.  When you click on the Customize Report button, and then select the Display tab it does not give you the list option.  You can go to the Filters tab and search through the various filters but the he Job Description, the Projected Ship Date, and the Rep fields are not listed.

 

Is there any way to get these fields added to the option listing.

katherinejoyceO
katherinejoyceO
Level 9
September 28, 2022

Thanks for following the steps shared by my peer, @vgardner218. I understand how you want to include the Job Description, Projected Ship Date, and the Rep fields in one report.

 

While this option is currently unavailable, I've let our engineers know about your desire to put your idea into consideration for future updates. 

 

You may also do the same by sending feedback to our developer. Here's how:

 

  1. Click the Help menu at the top and select Send Feedback Online.
  2. Choose Product Suggestion and enter the details.
  3. Click Send Feedback.

 

You can also enter your suggestions directly to our QuickBooks Feedback form link. Please know that all our suggested plans are subject to further study. 

 

As a workaround, you can visit this link to learn more about creating  Powerful Reporting for your business with custom fields, editable columns, rows, and filters. 

 

Keep in touch if you have any follow-up questions about customizing reports. I'll be up here to help you right away.

Need QuickBooks guidance?
Log in to access expert advice and community support instantly.
Terms & ConditionsAccessibility statement