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bbutler1
Level 3

Job Name in custom transaction report

Hi,

 

I cannot add the job name or job title in the columns when I run a report.

 

Can I run a report by job name? Instead of customer name:job name combined? 

Is there a way to have a custom field automatically pull from the job name?

 

Thanks,

B

Solved
Best answer January 18, 2021

Best Answers
Catherine_B
QuickBooks Team

Job Name in custom transaction report

Hello there, B.

 

The option to add a column to display the job name alone or filter it by the job's name is unavailable. You can run a QuickReport for the job to only show transactions under it. 

 

Let me show you how:

 

  1. Go to the Customers menu and select Customer Center.
  2. Click on the job.
  3. At the right-most portion of the report, under the Reports for this Job section, select QuickReport.

I'll be attaching articles that you can use in customizing your reports:

 

Let me know if you need anything else. Take care and have a great day!

View solution in original post

4 Comments 4
Catherine_B
QuickBooks Team

Job Name in custom transaction report

Hello there, B.

 

The option to add a column to display the job name alone or filter it by the job's name is unavailable. You can run a QuickReport for the job to only show transactions under it. 

 

Let me show you how:

 

  1. Go to the Customers menu and select Customer Center.
  2. Click on the job.
  3. At the right-most portion of the report, under the Reports for this Job section, select QuickReport.

I'll be attaching articles that you can use in customizing your reports:

 

Let me know if you need anything else. Take care and have a great day!

View solution in original post

bbutler1
Level 3

Job Name in custom transaction report

Thank you for your quick reply.

 

Hopefully this feature can be added soon. 

 

Have a great week,

B

LE2500
Level 1

Job Name in custom transaction report

I am surprised this is not an option.  It would make the reports a lot more user friendly to have the job names listed in custom reports.  Now I have to have someone enter a lot of data into spread sheets to get the information I want.  The QB team needs to get this feature added asap.

katherinejoyceO
QuickBooks Team

Job Name in custom transaction report

I appreciate you sharing your feedback in this conversation, @LE2500. I understand how you want to add a column to display the job name in a report. 

 

I'll do my best to keep up with your request and personally make sure our developers get this idea. In the meantime, I also encourage you to submit feedback so we'll have a grand appeal to future QuickBooks updates. 

 

Here's how: 

 

  1. Go to the Help menu, then select Send Feedback Online.
  2. Enter your request/product suggestion like " Add a column to display the job name in a report." 
  3. Click Next.
  4. Click Skip and send a message
  5. Choose Feedback as the Category

 

Here's an article containing links that tackle more details about how reports are generated, and the basic steps in running reports in Quickbooks Desktop: Understand QBDT reports.

 

Feel free to comment below if you have any other questions. Wishing you continued business success!

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