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usersuzanne-keers
Level 3

When running the Statement of Activity Detail report, how do I get the name field to display? I have the Received From and Donor/Project fields filled in.

This only affects revenue transactions. I have bank deposits that have all the same fields filled in and some of them display the Name field and others do not.
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Best answer April 19, 2021

Best Answers
MirriamM
Moderator

When running the Statement of Activity Detail report, how do I get the name field to display? I have the Received From and Donor/Project fields filled in.

Hello again, @usersuzanne-keers.

 

Allow me to join the thread and provide additional information. 

 

In QuickBooks Online (QBO), every report has unique filters. The screenshot provided by my colleague above is a different report which is why it doesn't look like it on your screenshot. When running the Statement of Activity Detail report, you can select Name for the Rows/Columns as Full name is not available on this report. 

 

As for your other concern, you can run the Deposit Detail report to show all your deposits, with the date, donor or vendor, and amount. From there, it'll show all the name of the donor for multiple lines on the deposit. 

 

You can check this article for detailed guidance on how to run reports in QuickBooks Online. From here, you can customize reports in QuickBooks Online.

 

If there's anything else I can help with or have any other questions, feel free to post here anytime. I'd be here to answer it for you. Have a great day.

View solution in original post

4 Comments 4
AbegailS_
QuickBooks Team

When running the Statement of Activity Detail report, how do I get the name field to display? I have the Received From and Donor/Project fields filled in.

Welcome to the Community, usersuzanne-keers.

 

I'll be glad to help you on how you can run a report to show the name field.

 

Let me provide you the steps on how to customize the report.

  1. Go to the Reports menu.
  2. Find and open a report.
  3. Use the basic filters on the report to adjust things like the report dates.
  4. Select Customize.
  5. Click the drop-down for Rows/Columns, click the tick box with full name.
  6. Then, click Run report.

 

 

For donors, you can also run a report called Revenue by Donor Summary (This shows the revenue minus your expenditures (net income) for each donor) or, Statement of Activity by Donor which displays your revenue, expenditures, and net income (profit or loss) by donor.

 

To run the report, here's how:

  1. Go to Reports on the left panel.
  2. Type the report name in the search field.
  3. Choose the Report period.
  4. Click the Run report button.

To know more about running reports, check out these articles:

Reach out to me if you have any additional questions. Take care!

 

usersuzanne-keers
Level 3

When running the Statement of Activity Detail report, how do I get the name field to display? I have the Received From and Donor/Project fields filled in.

Thanks for your reply.  My dropdown for rows/columns does not look like the screen shot you included.  Can't figure out how to paste a screenshot into this text box, but I have attached a file with the shot.

 

As you can see there is no "Full Name" choice and "Name" is already checked. 

 

Actually - I think I have figured it out.  The transactions where it does not show are bank deposits where there was more than one line to the deposit (i.e. multiple checks deposited).  It shows if there is only one line to the deposit transaction.  Is there any way around this?  A bank deposit with multiple lines is pretty standard and a report that does not show me the donor for every line is not very useful.

 

 

 

MirriamM
Moderator

When running the Statement of Activity Detail report, how do I get the name field to display? I have the Received From and Donor/Project fields filled in.

Hello again, @usersuzanne-keers.

 

Allow me to join the thread and provide additional information. 

 

In QuickBooks Online (QBO), every report has unique filters. The screenshot provided by my colleague above is a different report which is why it doesn't look like it on your screenshot. When running the Statement of Activity Detail report, you can select Name for the Rows/Columns as Full name is not available on this report. 

 

As for your other concern, you can run the Deposit Detail report to show all your deposits, with the date, donor or vendor, and amount. From there, it'll show all the name of the donor for multiple lines on the deposit. 

 

You can check this article for detailed guidance on how to run reports in QuickBooks Online. From here, you can customize reports in QuickBooks Online.

 

If there's anything else I can help with or have any other questions, feel free to post here anytime. I'd be here to answer it for you. Have a great day.

View solution in original post

usersuzanne-keers
Level 3

When running the Statement of Activity Detail report, how do I get the name field to display? I have the Received From and Donor/Project fields filled in.

I will accept these answers as the solution, but I can't say it is a solution that I like.

 

  • The deposit detail report shows every credit/deposit - this is not something I could show our Board of Directors.
  • The Revenue by Donor is more useful, but does not give a sense of how many donations a funder has given.
  • The Statement of Activity Detail is the right report and I cannot fathom why QBL is unable to properly report on split transactions.

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