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Anonymous
Not applicable

Why is my filter ignored by my report?

I want to filter the "Sales by item detail" report so that only items from a specific vendor are included on the report.   Here's what I have done to create this report:

  • Customize Report
  • Filters --> Select the "Preferred Vendor" from the list of fields presented
  • Use the dropdown and select the desired vendor from the list
  • Run the report

The report runs but ALL items are displayed; it is NOT filtered by the vendor I included in the filter.

 

I have verified that the selected Preferred Vendor is included in the item records that I want.

 

Why isn't this working as expected?

 

 

 

12 Comments 12
RenjolynC
QuickBooks Team

Why is my filter ignored by my report?

Thanks for reaching out to us here, Frazierwa.

 

The Sales by Item Detail will show you the sales of each item with a detailed listing of each transaction. This report is intended for customers and adding the preferred vendor is unavailable.

 

Instead, run the Purchases by Item Detail and filter the report with the preferred vendor.

 

Here's how:

 

  1. Go to Reports > Purchases Purchases by Item Detail.
  2. Click the Customize Report button, and go to the Filters tab.
  3. Type Preferred Vendor in the search field and select the desired vendor.
  4. Hit OK and set the Dates.

For more customization on the reports, check out this article: Customize reports in QuickBooks Desktop.

 

You can also read this article for more details: Understand reports.

 

I'm here if you have more questions about the report customization or other concerns with QuickBooks Desktop. Take care and stay safe.

Anonymous
Not applicable

Why is my filter ignored by my report?

As I described in my original post, the "Preferred Vendor" field appears in the filter list for my report.  Once I selected that field, a dropdown list appeared that included the list of all my vendors.   Wouldn't this mean that the selected field can be subject to the filter applied?   If not, why would the field be listed in the field list for that specific report?    I have spent hours trying to get this to work and I'll be 'not so happy' to hear that fields are listed that you cannot use, despite every appearance that they are fully incorporated into that specific report. 

 

Regarding your suggestion to use the "Purchases by Item Detail" report instead of the "Sales by Item" report.

 

As I stated, I need the "sales" of items not the "purchase" of items.   Is there a way to configure the "purchases" report to instead list "sales" by vendor?

 

I followed your instructions and used the report you described and selected one vendor.   The "Purchases by Item Detail" report displayed items for ALL vendors despite the filter being set to one vendor.

 

How can it be that two separate reports ignore the Preferred Vendor filter?

 

FYI, for the tests above I am using a sample company file (product sales) and the vendor I selected is 
"Perry Windows and Doors"    The result I am getting with the sample company match what I see when running them on our own company file.

 

Kristine Mae
Moderator

Why is my filter ignored by my report?

Let me ease your confusion, Frazierwa.

 

I know how helpful it is to add the preferred vendor info. However, it does not apply to the sales detail report since it's showing the sales details info, not the item info. 
 

You'll want to use the Item Listing report instead. You can filter it by the preferred vendor. Here's how:

  1. Click Reports.
  2. Go to List.
  3. Select Item Listing.
  4. Click the Customize Report button.
  5. Go to the Filters tab.
  6. Look for Preferred Vendor and select it.
  7. Under Preferred Vendor, select the supplier.
  8. Click OK.

You can memorize the report so you'll no longer go over to the same customization process. 

 

If you have more questions, don't hesitate to drop a comment below. We'll get back to you as soon as we can.

Anonymous
Not applicable

Why is my filter ignored by my report?

I'm not looking for an "Item List" by Preferred vendor.

 

I need a "Sales By Item Detail" report filtered by Preferred Vendor.    As mentioned, the 'Preferred Vendor' field appears in the filter list for the report, but it doesn't filter; it prints Sales by Item for ALL vendors.

ReymondO
QuickBooks Team

Why is my filter ignored by my report?

Thanks for getting back to this thread and sharing your sentiments about the report, @Anonymous.

 

As mentioned by my colleague above, filtering the Sales by Item Detail report by Preferred Vendor is unavailable in QuickBooks Desktop (QBDT). I understand how having this function would be helpful for you and your business. Having said this, let me take note of this as a suggestion to improve your QuickBooks experience. 

 

For now, I recommend following the steps recommended by my colleague above to view the preferred vendor details in your other reports. 

 

In addition, you can also memorize some of your customized reports to save their configurations. 

 

You can also check our Firm of the Future site. This is where we share recent happenings and future developments, such as updates to newly added features in QuickBooks.

 

If you have any other concerns, feedback, or questions, don't hesitate and come back to the Community. I'm always here to help you. Have a great day.

Anonymous
Not applicable

Why is my filter ignored by my report?

Let's take stock of where we are based on this discussion.

 

1) The report I need displays a filter that I need, but that filter is not working; although it is prominently displayed in the list of filters in that report.  Several of you commented that the filter does not work with the report, yet there is no explanation why the filter is displayed in the filter list on the report.

 

2) A couple of you suggested that I run a different report;  Item list, Vendor Purchases, but none of those reports produce the data I described in my initial question and in follow up responses.

 

3) And lastly, a couple of you suggest that I follow the instructions that previous employees have made; despite the fact that I have described that those suggestions don't provide the information I described in my very first post.   But thanks for the suggestion to 'memorize reports'.    That will come in handy once you have explained how to produce the report I need.

 

So after all this discussion, I don't know if we agree that it is a bug that will be fixed (filter doesn't work), or if it is a UI problem (filtered field should not appear in list), or not.

 

I would like to request that this issue be escalated to the next tier of support so that the issue described in #1 above can be addressed.

 

Thank you,

Howard Frazier

Rea_M
Moderator

Why is my filter ignored by my report?

I can see the benefit of being able to filter specific information which already on the list of customization settings into your sales reports in QuickBooks Desktop (QBDT), @Anonymous. That's why I'm here to guide you on the actions you need to take care of the issue.

 

When you pull up any reports in QBDT, it would be helpful to get the specific details you need. With this, I'd recommend sharing your feedback or product suggestions through the Help menu. This will influence any possible updates in the report's functionality for the upcoming product enhancements. Let me guide you how.

  1. Go to the Help menu.
  2. Select the Send Feedback Online option, then choose Product Suggestion.
  3. Enter all the necessary details.
  4. Click the Send Feedback button.

 

I've attached screenshots below for your reference.

 

Additionally, the QBDT program displays reports based on a set of instructions known as a Report set. This determines which lines of transactions are included in the report and if it includes either Source or Targets or both. To learn more about this, I'd recommend checking out this article: Understand reports. It also includes the complete list of available reports and their descriptions.

 

Please know that you're always welcome to comment below if you have other concerns or follow-up inquiries about monitoring your business transactions in QBDT. I'm just round to help. Take care.

Anonymous
Not applicable

Why is my filter ignored by my report?

Sure, I'm always happy to provide feedback.   I hope you understand that when you are trying to solve an immediate business problem, a solution that "will influence any possible updates," is not fulfilling since it is not certain or timely.  You said; "I'm here to guide you on the actions you need to take care of the issue."  I don't think you hit the mark by explaining how to fill out a feedback form.

 

The report "Sales by Item" obviously uses the item record and the item record contains a "Preferred Vendor" field.     Since the filter for "preferred vendor" is inoperative in that report, is there any other way to export the information which includes the Preferred Vendor field to Excel so that I can create my own report?

 

It is a very standard business practice to analyze sales of items "by vendor" and the vendor filter doesn't work.   I'll repeat my request to escalate this issue to the next tier of support for evaluation and resolution; not as a suggestion for a new feature, but to fix the feature already in the report module.

 

 

RenjolynC
QuickBooks Team

Why is my filter ignored by my report?

Hello again, Frazierwa.

 

When it comes to exporting the report, you can click the Excel drop-down located at the top and select Create New Worksheet. Here's a sample screenshot for reference:

 

You'll want to run two separate reports to get the information you need.

 

For your request, I'd recommend visiting our Intuit Developer page. This is a separate forum where you can share your concern with our developers and other QuickBooks users.

 

Here's how:

  1. Go to this link: Intuit Developer Support.
  2. Select QuickBooks Desktop under What do you need help with?
  3. Click the Ask a Question button.
  4. Log into your existing Intuit Developer Account or create a new one. 
  5. Enter your concern and click Ask.

If you have any follow-up questions or other concerns, please leave a reply below. Thanks.

robins1962
Level 1

Why is my filter ignored by my report?

I think that you will find that the agents assisting most of us know less about Quickbooks than we do. I'm trying to run the same report and having the same issue. I'm almost ready to purchase another bookkeeping software due to less than what is promised with QB Support.

Don Glarr
Level 1

Why is my filter ignored by my report?

I would suggest that you run a PROFIT and LOSS report.  The you can memorize it so you don't have to go through all the steps in the future.

Brita2
Level 2

Why is my filter ignored by my report?

how would you filter your p&l to show item sales by vendor?

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