cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Get your Payroll questions answered by a QuickBooks Product Manager here - https://intuit.me/31Nl3My
Kapil Kapur
Level 1

Custom report - Orders include cost of goods.

Hello,

 

I am a UK based freelance data analyst who has been tasked with making some bespoke reports. I am using the desktop version of Premier Accountant Edition 2021.

 

The first report that I have to make needs the following headings:-

 

1. Order Date (*)

2. Customer (*)

3. Orders Booked (Value) (*)

4. Inv Amount 

5. Customer Req Date ( I have due date)

6. Promised Date 

7. Ship Date (*)

8. Cost

9. Margin

10. % Margin

11. S.O (not sure what this refers to)

12. Customer Purchase Order number. (*).

 

In the above list the (*) means that I have managed to include the above field in my report. My question is how do I get the remaining fields ? Thank you.

 

kind regards

Kaps

 

I have created a custom report that I have memorised that includes

 

Solved
Best answer August 18, 2021

Accepted Solutions
EmmaM
QuickBooks Team

Custom report - Orders include cost of goods.

Hello Kapi,  Thanks for reaching out to the Community! Looking at this in terms of one report with all 12 headings that wouldn't be possible within desktop, most reports are geared towards specific data. You could run a transaction list by customer report and use the customise report and you will get a lot of the ones you mentioned but not the margins.

You could also look at the stock, purchases, and customer reports., it would be the case of combining multiple reports(loading them in different tabs) into excel using vlookups to combine them.

View solution in original post

1 REPLY 1
EmmaM
QuickBooks Team

Custom report - Orders include cost of goods.

Hello Kapi,  Thanks for reaching out to the Community! Looking at this in terms of one report with all 12 headings that wouldn't be possible within desktop, most reports are geared towards specific data. You could run a transaction list by customer report and use the customise report and you will get a lot of the ones you mentioned but not the margins.

You could also look at the stock, purchases, and customer reports., it would be the case of combining multiple reports(loading them in different tabs) into excel using vlookups to combine them.

View solution in original post

Need to get in touch?

Contact us