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rickybrake
Level 1

Hello ! How to make sales by product summary year over year, but only a year to date comparison ... I don't see a " compare another period " option in the report options

 
5 Comments
Pabz_L
QuickBooks Team

Hello ! How to make sales by product summary year over year, but only a year to date comparison ... I don't see a " compare another period " option in the report options

Hello, @rickybrake.

 

Let me help you run your sales report, this year to date.

Here’s how.

 

  1. Go to Reports on the right side menu.
  2. Select, Sales by Product/Service Summary.  
  3. Below the Report period, click the drop-down arrow and select, this year to date.
  4. Once done, click Run report.

 

You can now see your reports from the specific date that you need.

 

Please check the screenshots below.

 

 

 

For your future reference, click this article to know how to customize reports. Customize reports in QuickBooks Online.

 

Please leave a comment if you have any other questions. Take care!

rickybrake
Level 1

Hello ! How to make sales by product summary year over year, but only a year to date comparison ... I don't see a " compare another period " option in the report options

Yes thank you -- the question is though to get it year over year, year to date , as a comparison .. 1/1/2020 through 4/19/2020 sales by product/ service compared to the same sales period for 2019 ..Thanks 

Rubielyn_J
QuickBooks Team

Hello ! How to make sales by product summary year over year, but only a year to date comparison ... I don't see a " compare another period " option in the report options

Thank you for getting back here, @rickybrake.

 

It's good to have a report showing the comparison of each transaction. However, as of the moment, that feature isn't available in QuickBooks Online (QBO).

 

In the meantime, you can run your sales report per year by following the steps given by my colleague. 

 

Once done, you can export the reports to excel where you can consolidate the data.

 

Here's how:

  1. Select Reports.
  2. Run the Sales by Product/Service Summary.
  3. At the top of the report, select the Export icon. Then select Export to Excel.
  4. Save the file where you can easily find it.

For future reference, you can check this article that will guide you get the data that matters to you most: Customize reports.

 

Please click the Reply button if you need further assistance. I'd be glad to help. Take care and keep safe!

 

 

 

rickybrake
Level 1

Hello ! How to make sales by product summary year over year, but only a year to date comparison ... I don't see a " compare another period " option in the report options

Yes .. Thanks very much ..The report currently allows comparison of year over year , of 2020 year to date , compared to the entirety of 2019 ...I think it's reasonable to suggest that this report allow comparison of apples and apples , that is , comparing year to date for 2020 to 2019 same year to date, year over year .. I think there's a suggestion place where I'll suggest that .. Appreciate your help .. 

Rubielyn_J
QuickBooks Team

Hello ! How to make sales by product summary year over year, but only a year to date comparison ... I don't see a " compare another period " option in the report options

Hi there, @rickybrake.

 

We always value customers who are keen to give us their feedback. I know a way where you can provide suggestions that allow you to run a report showing the comparison of each transaction.

 

I'll show you how:

  1. Go to the Gear icon at the top, then Feedback.
  2. Type in your comments or product suggestions then select Next.
  3. You'll be given a list of suggested Help articles associated with your comment. You can read through them or select Skip and send message.
  4. From the drop-down, choose the appropriate category, then select Send message.

I encourage you to visit QuickBooks Blog to see our new features and updates.

 

I'll be glad to help you if you have any other questions. Have a great day!

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