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ljbswssd1
Level 1

Create a workload report that compares current year months to last year month

I am wanting to create a workload report that compares Jan 2021 to last Jan 2020 and to continue to do so. Right now the only way i can see to do it is to do a previous year comparison by month - export it to excel and than make the adjustments in excel. Is there a way it can be created in a QuickBooks report?

4 Comments 4
Angelyn_T
QuickBooks Team

Create a workload report that compares current year months to last year month

Hi there, @ljbswssd1.

 

I can help you with running your report comparing the current year months to last year.

 

To get started, may I know the specific report you've opened? This way, I can help you with the desired customization and filters of your report. Usually, you can add the Previous Year or Previous Period columns to get the information need, then show your columns by month. I'm running the Profit & Loss YTD Comparison as an example.

 

  1. Open your QuickBooks Desktop, then select Reports from the top menu bar.
  2. Click on Company & Financial, then Profit & Loss YTD Comparison.
  3. Go to the Customize Report tab, then check the box on Previous Year under Display.
  4. Hit OK, then show the columns by Month.
  5. Tap Refresh.

 

From there, you can see that the data are arranged per month (January 2021 to January 2020 and so on).

 

For more tips about running and customizing reports in QuickBooks Desktop, you can open this article: Understand reports.

 

You can also skim through the topics from our help articles for additional resources while working with QuickBooks in the future. Here's the link: Find QuickBooks help articles, Community discussions with other QuickBooks users, video tutorials, a....

 

Please let me know how else I can help you with running a comparison report in QuickBooks Desktop. I'm always here to help. Have a good one!

ljbswssd1
Level 1

Create a workload report that compares current year months to last year month

Yes I know how to do that for most reports. I am not familiar with the workload report and it doesn't give me those same options to create the kind of report I am trying to create.  See screen shot below.

QB Workload Report Modify screen.png

ljbswssd1
Level 1

Create a workload report that compares current year months to last year month

So what I am trying to create is a sales report that shows the # of items sold , the amount of sales for each item and totals for sub categories and then compare it to last year during the same month. Jan. 2021 compared to Jan 2020 and next month I would want to compare Feb 2021 to Feb 2020 and so on.

 

Thanks for your help!

 

LJ Blackburn

JasroV
QuickBooks Team

Create a workload report that compares current year months to last year month

Thanks for going through the steps and for sharing some clarifications, LJ Blackburn.

 

I’m here to help and share with you some insights on how to get achieve this. You’ll want to export your Workload report to MS Excel and add a column showing the number of items you sold. Once done, run the Sales by Item Detail reports for reference. Let me show you how.

 

  1. Go to the Reports menu in your QuickBooks Desktop (QBDT) software.
  2. Select Sales.
  3. Click Sales by Item Detail.
  4. Customize the report to the data that matters to you.

 

It’s also great to memorize the report to save its current settings. This way, you won’t have to go through the customization process again. In addition to this you might also want to check this article for reference in managing your reports efficiently in QuickBooks: Understand reports.

 

Let me know in your reply if you have any follow-up questions about running reports in QBDT. I'll be around to help and back you up. Have a good one and keep safe!

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