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BWFC
Level 1

Hello, I am trying to create a sales by customer type summary report. All that is available is a detail report. Is it possible to customize this report to show summary?

 
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Best answer March 08, 2021

Best Answers
Rubielyn_J
QuickBooks Team

Hello, I am trying to create a sales by customer type summary report. All that is available is a detail report. Is it possible to customize this report to show summary?

Thanks for posting here in the Community, @BWFC.

 

Let me provide some details about creating reports in QuickBooks Online. We can customize the Sales by customer type detail report to show the summary. 

 

Here's how: 

  1. Go to the Reports menu.
  2. From the Find report by name field, search and choose Sales by customer type detail report. 
  3. Select the Report period
  4. On the report's page, collapse the invoice line by clicking the drop-down arrow beside the customer type.

    report3.PNG

    report4.PNG

 

You'll want to personalize your reports, feel free to check out this article: Customize reports in QuickBooks Online.

 

Lastly, you can memorize your report to save it with its current customization settings.

 

Let me know if you have further concerns. I'll keep an eye on your response. Have a nice day ahead. 

View solution in original post

2 Comments 2
Rubielyn_J
QuickBooks Team

Hello, I am trying to create a sales by customer type summary report. All that is available is a detail report. Is it possible to customize this report to show summary?

Thanks for posting here in the Community, @BWFC.

 

Let me provide some details about creating reports in QuickBooks Online. We can customize the Sales by customer type detail report to show the summary. 

 

Here's how: 

  1. Go to the Reports menu.
  2. From the Find report by name field, search and choose Sales by customer type detail report. 
  3. Select the Report period
  4. On the report's page, collapse the invoice line by clicking the drop-down arrow beside the customer type.

    report3.PNG

    report4.PNG

 

You'll want to personalize your reports, feel free to check out this article: Customize reports in QuickBooks Online.

 

Lastly, you can memorize your report to save it with its current customization settings.

 

Let me know if you have further concerns. I'll keep an eye on your response. Have a nice day ahead. 

View solution in original post

Rubielyn_J
QuickBooks Team

Hello, I am trying to create a sales by customer type summary report. All that is available is a detail report. Is it possible to customize this report to show summary?

Hi, @BWFC.

 

Hope you’re doing great. I wanted to see how everything is going about creating a sales by customer type summary report concern you had the other day. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at any time.

 

Looking forward to your reply. Have a pleasant day ahead!

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