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HomerJ99
Level 2

Advanced Reporting

Using Enterprise 22.0 edition Advanced Reporting.

In the attached pic, I am showing a customer record with typical tabs: Transactions, Contacts, etc. In advanced reporting, I cannot find the TABLE that hosts this information!! I need to run a report that includes several entries in the Sent Email tab. The line entries are showing in the customer record so they must be somewhere in the data. But where? What table? I've tried a number of different tables in Advanced Reports to no avail. Thanks.

 

5 Comments 5
Rubielyn_J
QuickBooks Team

Advanced Reporting

Let me provide information about generating reports, @HomerJ99.

 

I recognize how relevant running a report that includes several entries in the Sent Email tab. Currently, this option is unavailable.

 

At times, we roll out enhancements based on our customer's requests. That being said, I suggest sending a recommendation to our product developers. They'll review this idea and might consider updating it in the future.

 

To log your product suggestions inside your company file, here's how:

 

  1. Open your QuickBooks Desktop file.
  2. Go to the Help menu.
  3. Choose Send Feedback Online.
  4. Select Product Suggestion.

 

Additionally, I have here an article that you can utilize for guidance in generating reports to display the data that matters to your business: Customize reports in QuickBooks Desktop.

 

You might also want to memorize the report to save its current settings. This way, you won’t have to customize it every time.

 

That's it! Please know that I'm only a post away if you should have any questions. Have a pleasant day!

HomerJ99
Level 2

Advanced Reporting

Thanks for your reply. With hundreds of tables available for Advanced Reporting--and given that I can see the data in the Customer record--how is it possible that the data is not available to export? Is it not located in one of the many, many tables??

HomerJ99
Level 2

Advanced Reporting

Thanks for your reply.

Given that there are literally hundreds of tables available for Adv Reporting--and given I can see the data in the Customer record--how is it possible it is not available? Is it not located in one of the many, many tables?? 

Mark_R
Moderator

Advanced Reporting

I appreciate your prompt reply, @HomerJ99.

 

I understand that QuickBooks Desktop had several tables or reports. However, there are some options that aren't available, like running a report and exporting the data for the sent emails.

 

I can see that this option is beneficial to you and your business. If you haven't yet, I suggest submitting feedback directly to our product engineers. This way, they can your request and consider adding it to the future update. To send feedback, you can follow the steps shared by my colleague Rubielyn_J above.

 

You may also want to read this article to learn more about running and customizing reports in QuickBooks Desktop: Customize reports in QuickBooks Desktop. This will help you focus on the details that matter the most to you.

 

If you have concerns regarding other features, we're always here to listen. You're welcome to post again or leave a reply below.

BigRedConsulting
Community Champion

Advanced Reporting

@Mark_R  RE: I understand that QuickBooks Desktop had several tables or reports.

 

It had several tables or reports? Interesting. And here I thought that QuickBooks has hundreds of reports and hundreds of tables in the database.

 

So what happened to them now that it doesn't have them anymore?

 

 

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