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jbolton
Level 1

What is the difference between the sales by product/service summary report and sales by product/service detail report?

When I pull the sales by product/service summary report, it categorizes my products under unrelated other products from other categories. When I pull the sales by product/service detail report, the products appear under the categories that I created. How do I change the hierarchy of products that appear on the sales by product/service summary report?
9 Comments
Catherine_B
QuickBooks Team

What is the difference between the sales by product/service summary report and sales by product/service detail report?

Hello there, jbolton. 

 

The Sales by Product/Service Detail shows our sales, grouped by product or service. Includes the date, transaction type, quantity, rate, amount, and total. On the other hand, the Sales by Product/Service Summary report gives you sales for each product or service. Includes the quantity, amount, % of sales, and average price.   

 

The option to change the order of the Product/Service in the Summary report is unavailable. We can export the report and manage it from there.

 

Here's how: 

  1. Go to the Reports page and run the Sales by Product/Service Summary report. 
  2. At the upper-right of the report, click Export icon. 
  3. Select Export to Excel

You can use this article for more details on how to customize reports.   

 

I'll be here if you need more help. Take care! 

jbolton
Level 1

What is the difference between the sales by product/service summary report and sales by product/service detail report?

I see that you are telling me that I cannot change how the products are grouped in the summary report. But can you tell me why in the summary report that products are grouped under other unrelated products? 

Candice C
QuickBooks Team

What is the difference between the sales by product/service summary report and sales by product/service detail report?

Good Morning, @jbolton

 

Thanks for reaching back out to the Community. I hope your day is going well so far. To properly assist you with this issue, can you provide me with some additional screenshots of the report. I want to make sure that I determine the best solution for your unique business. In the meantime, you can check out this link that can give you some insight into customizing reports.

 

I want to make sure that we get this issue resolved as soon as possible. I'll be waiting for your response. 

anandgka
Level 1

What is the difference between the sales by product/service summary report and sales by product/service detail report?

I am having this same problem. I expected items to be grouped by categories I created; instead they are grouped randomly. 

KlentB
QuickBooks Team

What is the difference between the sales by product/service summary report and sales by product/service detail report?

Hi there, anandgka.

 

I'm here to ensure that your items are grouped correctly in your reports.

 

Are you using QuickBooks Online Advance? If so, we have an open investigation about this issue. Rest assured, we're prioritizing and working hard to get this fixed. For now, I encourage you to give us a short call so that we can add your contact information to our notification list. Please have our technical support link your case number to INV-44403 for more efficient tracking.

 

Before doing so, please check out our support hours below and contact us at a time convenient to you. Here's how to get in touch with us:  

 

  1. Click the Help icon.
  2. Select Contact Us.
  3. Enter "Sales by Product Summary Report - Items are grouped randomly" in the description.
  4. Hit the Let's talk button.
  5. Select Start a chat or Get a callback.

Please know that we'll be sending you updates via email once we get this sorted out and I'll also let you know through this thread.

 

If you're using a different QBO subscription, we can perform some basic troubleshooting steps to fix the issue. QuickBooks Online uses browser cache and cookies to run faster. But there are times that these files accumulate in the system causing user interface malfunctions and unusual behaviors in the program. 

 

We can start by accessing your QuickBooks account in a private/incognito browser. Performing this step will help us determine if it's a browser-related issue since this mode doesn't save cache and cookies. You can use these shortcut keys:
 

  • Google Chrome: Ctrl + Shift + N
  • Safari 11 or newer: ⌘ + Shift + N
  • Mozilla Firefox: Ctrl + Shift + P
  • Microsoft Edge: Ctrl + Shift + P

Once you're in, let's go to the Taxes menu again then enter the necessary information from the prompt. If it's working well, we'll have to go back to your normal browser then initiate a clear cache to get rid of the accumulated site data and junk files. Alternatively, we can also use other supported browsers to further isolate the issue.

 

To get the most out of your company and financial reports, we can use the Customize feature in personalizing your reports and memorize them to save its current customization settings.

 

If I can be of any additional assistance, please don't hesitate to visit us again. We're open here 24/7 and always ready to help.

anandgka
Level 1

What is the difference between the sales by product/service summary report and sales by product/service detail report?

Thanks KlentB. I completed a chat prior to receiving your response and was told "I believe no option for us to do it...and it seems we can't customize the report as to it's category or distribution accounts."  The rep encouraged me to submit a feature request, and I did.  I hear you saying this is a known issue, and I eagerly await this feature.  Thanks for your time.

info66
Level 2

What is the difference between the sales by product/service summary report and sales by product/service detail report?

The Sales by Product/Service Summary Report is BROKEN.  I have reported it countless times since March.  PLEASE call and report it.  Also send QBO a message through Facebook.  Reference investigation number INV-47278 and ask that your case be added to the investigation.  The Sales by Product/Service Summary report is a fabulous report when it works.  I don't know why the developers haven't fixed it yet.  It's obviously been having issues for quite some time.

info66
Level 2

What is the difference between the sales by product/service summary report and sales by product/service detail report?

As I noted previously in this thread, the Sales by Product/Service Summary Report is BROKEN.  (See Investigation Number INV-47278).  This has been an ongoing issue since March.  Please escalate this matter to your developers.

info66
Level 2

What is the difference between the sales by product/service summary report and sales by product/service detail report?

The Sales by Product/Service Summary report is BROKEN.  Please call QBO support and reference Investigation Number INV-47278.  Add your case to the investigation.  This has been ongoing since March.  Hopefully if more of us complain, they will fix it.  The Summary report is a fantastic resource when it is working!!

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