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Acmboland
Level 2

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.

e.g. I want to show products categorised as 'Clearance' and 'Goods for Sale' but not those categorised as 'Small Order Charge'.
9 REPLIES 9
ZackE
QuickBooks Team

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.

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!

Acmboland
Level 2

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.

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]

John C
QuickBooks Team

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.

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.

Acmboland
Level 2

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.

Hi John,

 

Thanks for your reply.

 

The report I was running was Sales by Product Summary, but the issue happens in all the reports I try. I've just tried Sales by Customer Detail again and it returns a blank report once I select two top level categories.

 

Is there a way I can show you the video of what happens?

 

Thanks,

 

Alice

Rea_M
QuickBooks Team

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.

I appreciate you for performing all the suggested fix above, @Acmboland. I'm here to guide you on what steps you need to do next to take care of this.

 

My colleague is right. The Report period in the customisation settings plays a big role in displaying the correct content in your sales reports. Since you've already done the recommendations but still getting a blank one, I'd suggest contacting our QuickBooks Online Support team. They have a tool to view your screen so you can show them the exact situation when pulling up your sales reports.

 

In case you want to request a callback, just follow these steps:

  1. Go to the Help menu.
  2. Select the Contact Us button.
  3. Enter a brief description of your concern in the What can we help you with? field.
  4. Click Let's talk.
  5. Select Get a call or Get a callback.
  6. Enter your contact information.
  7. Select Confirm my call.

 

I've attached a screenshot below for your reference.

 

To make sure we address your concern on time, contact us within Monday to Friday every 6:00 AM to 6:00 PM PST. Then, 6:00 AM to 3:00 PM every Saturday. For the Advanced version of QuickBooks, you can contact them any time and any day.

 

I'm also adding these sets of articles to further guide you about handling reports in QuickBooks: Reports and Accounting for QBO. It contains topics about customising, exporting, and printing reports to effectively manage your business.

 

Please let me know if you have other concerns. I'm just around to help. Take care always.

urbanhaze
Level 1

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.

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!

pdruger
Level 1

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.

I have encountered the same issue. You cannot choose two or more top-level categories. Were you able to find a resolution to this because the response given here don't seem to address that specific issue.

pdruger
Level 1

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.

I have encountered the same issue. You cannot choose two or more top-level categories. Were you able to find a resolution to this because the response given here don't seem to address that specific issue.

AileneA
QuickBooks Team

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.

Hello, pdruger.  

 

This is not the kind of service we want you to experience. Since you're unable to customize two or more categories of products, I suggest reaching out to our Customer support team. One of our specialists can pull up your account and help you out with your concerns. They can also reach out to our engineers for further investigation. 

 

You can reach out to them by following the steps below. Please take note that our support hours are available from M-F 6 AM to 6 PM PT and Saturday 6 AM to 3 PM PT.  

 

  1. Click the Help icon located in the upper right-hand corner.
  2. In the Search window, click the Contact Us button located at the bottom.
  3. Enter your question and click Let's talk.
  4. Choose either Chat with us or Have us call you.

 

In case you need help with other task in QuickBooks Online, you can visit our general help topics page. Just type your concern in the search field and this page will route you to the related help articles, Community discussions, and video tutorials.

 

Keep me posted if you have additional questions about working in QBO. I'm always here to lend a helping hand. Have a good one. Stay safe!

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