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Ozlem-Karakaya
Level 1

Hello, l would like to see an annual sales by product report which can also show monthly how many we sold from each item . is it possible to take any report like this ?

'Sales by Product/Service Summary' when l select this quarter , l cannot see the detail as monthly just l can see the total quantity. is there any possible to see it also montly. For example l wanna see a report annually so l can analysis which month that product was popular for my customers

1 Comment 1
jenop2
QuickBooks Team

Hello, l would like to see an annual sales by product report which can also show monthly how many we sold from each item . is it possible to take any report like this ?

You can run the Sales by Product/Service Detail report, Ozlem. Then, use the Transaction date by month option to see a breakdown of how many were sold in a month.

 

Follow these steps on how to run the report if you're already migrated to the Modern view option:

 

  1. Go to the Reports menu and type in Sales by Product/Service Detail in the Search bar.
  2. Choose a period in the Report period section.
  3. Click Group by, then click the drop-down list and select Transaction date.
  4. Choose by month.

 

search report.png

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You can also use this filter if you're still in the Classic view option:

 

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Here's an article that talks about customising reports for additional details about the steps that I've shared: Customise reports in QuickBooks Online.

 

I've also gathered additional resources to guide you through the task of running reports in the program:

 

 

Please don't hesitate to reach out if you have any follow-up questions when running reports and analyzing data in the program. We're always here to support you as you gather data and other bookkeeping-related tasks in QuickBooks.