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Level 1

I need to customize a report that will run daily that shows my daily inventory for production, so I can use it for daily production goals. I cannot locate this in QBO.

 
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Anonymous
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I need to customize a report that will run daily that shows my daily inventory for production, so I can use it for daily production goals. I cannot locate this in QBO.

Hi there, Ronald-duerr,

 

Thanks for reaching out to us today. I can help you get the report you needed.

 

We can pull up a Sales by Product/Service Summary report to show your daily inventory for production. Let me guide you how to do that:

  1. Click on Reports from the navigation panel.
  2. On the search field, look for Sales by Product/Service Summary.
  3. Enter the date you'd like to view then select Run report.

That should do it, Ronald-duerr. You can also apply customizations to your report by clicking the Customize button. Please check out this video tutorial to know more about customizing reports in QBO: Customize Reports and Email

 

Please feel free to loop me in if you have any questions with QuickBooks, Ronald-duerr. I'll be more than happy to work with you again. Have a nice day!

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