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.

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.

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.

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.

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.

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.

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.