Create a Custom Report Help

Thanks for becoming part of the Community, FDH1.

You can run existing reports, then customize them as necessary from your Modify Report window. One that may work for this situation could be the Transaction Detail report.

Here's how to run and customize it:

1. In your top menu bar, go to Reports.
2. Click Custom Reports.
3. Choose a report, such as Transaction Detail.
4. From the Report window, hit Customize Report.
5. On your Modify Report screen, access each tab and make the necessary changes.
   • Your Display tab determines which information is displayed in a report. 
   • The Filters tab allows you to limit data to specific criteria.
   • Your Header/Footer tab has abilities to modify information that appears at the top and bottom parts of a report.
   • The Fonts & Numbers tab lets you collapse columns related to jobs or classes.
6. When you're finished, select OK.

If you'd like to customize a report further, you can also export it as an Excel workbook. These files can be opened and edited in Excel.

I've additionally included a detailed resource about customizing reports which may come in handy moving forward: Customize reports

Please feel welcome to send a reply if there's any questions. Have an awesome day!

Hello,

Thank you for your reply. I can get everything in the report but the PO NO. column from the Bill. Any idea how to do that? See attached screen shot

I appreciate the screenshot you added, FDH1.

It's nice to know that you've got the information you need from the report. The PO no is also important to completely get all you want. Let's send your feedback to our product developers. Our team will review your suggestion and might include this in the product updates.

We can follow the steps below and share with them the benefits of this option.

1. Open the QuickBooks Desktop program and select the Help menu.
2. Click on the Send Feedback Online and choose Product Suggestion.
3. Fill out the details needed.
4. Select Send Feedback.

I've gathered some articles about personalizing reports and customizing form templates in QuickBooks Desktop (QBDT):

• Learn how to use and customize form templates
• Customize reports.

If you have questions about QuickBooks reports and recording bills, please let me know. I'll help you in any way that I can. 

Hi,

I actually have them in the report now and they are showing in the Num column.

Anyway I can get PO No. and the Ref. No. into to two separate columns?

I appreciate your time getting back to us about this report customization concern, @FDH1.

When you pull up transaction reports for vendors, the number on these entries will automatically go to the Num column. This is a default action on the report and is non-customizable at the moment.

While the option to add the P.O. # and the Ref. No. separately is not an option for now, I'd recommend that you share this as a feature request or suggestion so our developers can review them.

To add your product suggestions for our developers, go to the Help menu and select Send Feedback Online.

Please note that the product updates are handled by our developers internally. For now, we can't provide the turnaround time if they will release additional preferences and enhancements. 

Reach out to back to me if you need further assistance while working with QuickBooks reports. I'm always here to help. Have a great rest of the day.