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youngamyyoung
Level 2

Does anyone know how to run a report of all "in progress" projects sorted by project manager, including dates that can be exported to excel?

I used the "wheel" under project tab to de-select a couple categories I didn't need on the report but I couldn't add fields. I can print that basic report as a pdf and export to excel but there should be a better way...
2 Comments 2
RenjolynC
QuickBooks Team

Does anyone know how to run a report of all "in progress" projects sorted by project manager, including dates that can be exported to excel?

Hi there, youngamyyoung.

 

It would be nice to have the option to run a project status report. 

 

The project status is only carried within the Projects page itself. While we're unable to supply a specific report for this, I recommend sending feedback to our Product Development Team. Your feedback helps us build features that are right for your business.

 

To send feedback, here's how:

 

  1. Sign in to your QuickBooks Online account.
  2. Go to the Gear icon located in the upper right-hand corner.
  3. Under Profile, select Feedback.

For more help with the Projects feature, you can check out these articles:

 

Please feel free to reach out to me again if there's anything else you need. I'll be around to help. Take care and stay safe!

youngamyyoung
Level 2

Does anyone know how to run a report of all "in progress" projects sorted by project manager, including dates that can be exported to excel?

Thanks. That’s how I ran it but I wanted additional fields. I’d be happy to share with product development, just let me know how to do that. The goal is to have a report Of all active projects sorted by project manager that also has the dates of each project listed. Thank you for the response. 

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