Job Name in custom transaction report

bbutler1 · ‎January 18, 2021

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

Catherine_B · ‎January 18, 2021

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:

Go to the Customers menu and select Customer Center.
Click on the job.
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

Catherine_B · ‎January 18, 2021

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:

Go to the Customers menu and select Customer Center.
Click on the job.
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!

bbutler1 · ‎January 19, 2021

Thank you for your quick reply.

Hopefully this feature can be added soon.

Have a great week,

B

LE2500 · ‎August 20, 2021

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 · ‎August 20, 2021

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:

Go to the Help menu, then select Send Feedback Online.
Enter your request/product suggestion like " Add a column to display the job name in a report."
Click Next.
Click Skip and send a message.
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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Job Name in custom transaction report